The following is an outline of the fields and objects that comprise the User Roles tab:

• Show entries: This field is used to specify the number of employee profiles that are displayed within the User Roles tab record grid.

• Search: This field is used to filter the displayed roles or employees.

• User Roles record grid: This grid lists the configured roles, including custom user roles and the employee records assigned to those roles.

• Page: Advance through multiple pages depending upon the records displayed within the user roles record grid

• Back command button: Returns you to the last system setup page you where on.

• Edit command Button: This is a redundant feature, user roles are assigned through the Manage Login page on the employee profile.

The following is an outline of the fields and objects that comprise the Manage Roles tab:

• Add Roles command button: This button provide access to the Add/Edit Roles form.

• Show entries: This field is used to specify the number of employee profiles that are displayed within the Create Roles tab record grid.

• Search: This field is used to filter the displayed roles.

• Edit command button: This button provide access to the Add/Edit Roles form.

• Delete command button: This button permits removal of the user role. Prior to undertaking ensure you have reassigned any employees to a new user role. Deleting a role will revert the user role back to the Support Worker Apps Only, which will prevent access to the core product.

• Manage Roles record grid: This grid lists the configured roles, including custom user roles.

• Page: Advance through multiple pages depending upon the records displayed within the user roles record grid

• Back command button: Returns you to the last system setup page you where on.

The following is an outline of the fields and objects that comprise the Table Permissions tab:

• Show entries: This field is used to specify the number of table profiles that are displayed within the table permissions tab record grid.

• Search: This field is used to filter the displayed product tables.

• Role: This field lists a drop down list of the configured roles, including custom user roles.

• Table Permissions record grid: This grid lists the User role , table name and permissions. Permissions include Create, Update, Read, Delete and Document access. Permissions are set either by single click on the record permission or double click on the table name.

• Create column: This column is used to set the record creation permission.

• Update column: This column is used to set the record update permission.

• Read column: This column is used to set the record read permission.

• Delete column: This column is used to set the record deletion permission.

• Documents column: This column is used to set the document management permissions. If set as no the rights applied are Allow document access and download document. If yes the additional options of Delete, Rename and Move are available.

• Reference column: Applicable to the Enterprise version of the product, if yes there is access available to reference sets.

• Notes column: Applicable to the Enterprise version of the product, if yes there is access available to record notes.

• Page: Advance through multiple pages depending upon the records displayed within the user roles record grid

• Back command button: Returns you to the last system setup page you where on.

The following is an outline of the fields and objects that comprise the Field Permissions tab:

• Show entries: This field is used to specify the number of field permissions that are displayed within the Field Permissions tab record grid.

• Search: This field is used to filter the displayed field permissions.

• Add Permission command button: This button provide access to the Add/Edit Field Permissions form.

• Field Permissions record grid: This grid lists the User role , table name and permissions. Permissions include Create, Update, Read, Delete and Document access. Permissions are set either by single click on the record permission or double click on the table name.

• Edit command button: This button provide access to the Add/Edit Field Permissions form.

• Delete command button: This button removes the field permission but not the custom user role form that is created when field permissions are established. It is optional to remove the custom form.

• Page: Advance through multiple pages depending upon the records displayed within the user roles record grid

• Back command button: Returns you to the last system setup page you where on.