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User Roles are maintained through the System Setup menu, a product feature available only to the organisation's system administrators.

Establishing a User Role

To proceed with establishing a new user role follow these steps:

1. Subject to you user role, select the System Setup menu to open the system settings page into a new browser tab.
   
   

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2. From the Manage menu open and scroll down to and click the user role sub-menu to display the User Roles page.
   
   

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3. Click the Manage Roles tab.

4. Click the Add Roles command button to present the Add/Edit Roles form.
   
   

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5. Input the user role name within the Role field, ensuring that it is a unique name, duplicates will be alerted with an error message.

6. Flag whether the role will be permitted to manage logins, unlock shifts and unpublish client funding profiles.

7. Click the SAVE CHANGES button to apply changes and close form.

8. The new user role will be listed within the record list.
   
   
   

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Edit a User Role

To proceed with the editing of a user role follow these steps:

1. Refer to steps 1 - 3 as outlined in Establishing a User Role.

2. Click the EDIT command button located to the right of the user role to present the Add/Edit Roles form.
   
   

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3. Apply the required changes to the user role.

4. Click the SAVE CHANGES button to close the form.

Delete a User Role

Before deleting a user role, it is recommended to reassign any employee profiles linked to that role to prevent potential login issues. To proceed with deleting a user role, follow these steps:

1. Refer to steps 1 - 3 as outlined in Establishing a User Role.

2. Click the DELETE command button located to the right of the user role.
   
   

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3. A delete confirmation message will be presented.
   
   

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4. Click CONTINUE to proceed with the deletion of the user role record.