• When user roles are defined per location in the User Roles tab of the User screen, access to company location records will be restricted to only the locations specified under "User Screen > User Role Tab > Location Tab."
  • A user's permissions will depend on the User Roles assigned to specific Locations.


Here are the steps on how to configure a User with User Roles per Location:

  1. Log in as Security user
  2. On the user’s menu panel go to System Manager folder then click Users
  3. On the Search Users screen click New button. Create New Entity screen will appear.
  4. Populate the necessary details then click Find Duplicates button. Duplicate Entities screen will appear.
  5. On the Duplicate Entities screen, click Add button. User screen will appear.
  6. Navigate to User tab then Detail tab. Populate the necessary details
  7. Navigate to User Roles tab then Location tab.
  8. Select Location Name and User Role
  9. Navigate back to User tab then Detail tab. Populate the Default Location dropdown field
  10. Click Save button.
  11. After configuring the user, only the specified Company Locations under the User Roles tab will be displayed.


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