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Only Admin type users are allowed to have access to this screen. They have the ability to control and assign what permissions will be given to all the other users on each of the menus within the system.  Image Removed

Here are the steps on How to Add different User Role types:

  1. Log in as an Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Click the New action button to open a new record.
    1. To create a Non-admin role, enter User Role and Description and select User on the Role Type drop down
      Image Added
    2. To create an Admin role, enter User Role and Description and select Administrator on the Role Type drop down
      Image Added
  4. Click OK on Create New User Role screen. Click OK on the next message box to dismiss
    Image Added

  5. For Admin User Role type: All menus on the Menu Structure will automatically have a check mark and System Manager folder is displayed:
    Image Added
  6. For Non-Admin User Role type: User should manually select the menus that needs to be applied. When you select/deselect the root folder, all its sub-menus will also be selected/deselected. Note that whatever menu you select on this screen will be accessible to the users with this role.
    NOTE: Role Name and Description can accept up to 100 characters each.
  7. Click Save button to save the new User Role. This message will prompt.
    Image Added

 

Expand
title17.4 and below

Here are the steps on How to Add different User Role types:

  1. Log in as an Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Click the New action button to open a new record.
    1. To create a Non-admin role, enter User Role and Description and select User on the Role Type drop down
      Image Added
    2. To create an Admin role, enter User Role and Description and select Administrator on the Role Type drop down
      Image Added
  4. Click OK on Create New User Role screen. Click OK on the next message box to dismiss
    Image Added

  5. For Admin User Role type: All menus on the Menu Structure will automatically have a check mark and System Manager folder is displayed:
    Image Added
  6. For Non-Admin User Role type: User should manually select the menus that needs to be applied. When you select/deselect the root folder, all its sub-menus will also be selected/deselected. Note that whatever menu you select on this screen will be accessible to the users with this role.
    NOTE: Role Name and Description can accept up to 50 characters each.
  7. Click Save button to save the new User Role. This message will prompt.
    Image Added
Expand
title17.2 and below

Here are the steps on How to Add different User Role types:

  1. Log in as an Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Click the New action button to open a new record.
    Image Added
    1. To create a Non-admin role, enter User Role and Description and select User on the Role Type drop down
      Image Added
    2. To create an Admin role, enter User Role and Description and select Administrator on the Role Type drop down
      Image Added
  4. Click OK on Create New User Role screen. Click OK on the next message box to dismiss
    Image Added

  5. For Admin User Role type: All menus on the Menu Structure will automatically have a check mark and System Manager folder is displayed:
    Image Added
  6. For Non-Admin User Role type: User should manually select the menus that needs to be applied. When you select/deselect the root folder, all its sub-menus will also be selected/deselected. Note that whatever menu you select on this screen will be accessible to the users with this role.
    Image Added
    NOTE: Role Name and Description can accept up to 50 characters each.
  7. Click Save button to save the new User Role. This message will prompt.
    Image Added
Expand
title16.2

Here are the steps on How to Add different User Role types:

  1. Log in as an Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Click the New action button to open a new record.
    Image Added
    1. To create a Non-admin role, enter User Role and Description and select User on the Role Type drop down
      Image Added
    2. To create an Admin role, enter User Role and Description and select Administrator on the Role Type drop down
      Image Added
  4. Click OK on Create New User Role screen. Click OK on the next message box to dismiss
    Image Added

  5. For Admin User Role type: All menus on the Menu Structure will automatically have a check mark and System Manager folder is displayed:
    Image Added
  6. For Non-Admin User Role type: User should manually select the menus that needs to be applied. When you select/deselect the root folder, all its sub-menus will also be selected/deselected. Note that whatever menu you select on this screen will be accessible to the users with this role.
    Image Added
  7. Click Save button to save the new User Role. This message will prompt.
    Image Added
Expand
title16.1

Here are the steps on How to Add different User Role types:

  1. Log in as an Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Click the New action button to open a new record.
    Image Modified
    1. To create a Non-admin role, enter User Role and Description and select User on the Role Type drop down
      Image Modified
    2. To create an Admin role, enter User Role and Description and select Administrator on the Role Type drop down
      Image Modified
  4. Click OK on Create New User Role screen. Click OK on the next message box to dismiss
    Image Modified

  5. For Admin User Role type: All menus on the Menu Structure will automatically have a check mark and System Manager folder is displayed:
    Image Modified
  6. For Non-Admin User Role type: User should manually select the menus that needs to be applied. When you select/deselect the root folder, all its sub-menus will also be selected/deselected. Note that whatever menu you select on this screen will be accessible to the users with this role.
    Image Modified
  7. Click Save button to save the new User Role. This message will prompt.
    Image Modified
Expand
title15.4

Here are the steps on How to Add different User Role types:

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Click New action button to open a new record.

    1. To create a Non-admin role, enter User Role and Description and select User on the Role Type drop down
    2. To create an Admin role, enter User Role and Description and select Administrator on the Role Type drop down
    3. To create a Contact role, enter User Role and Description and select Contact on the Role Type drop down
  4. Click OK on Create New User Role screen. Click OK on the next message box to dismiss


  5. For Admin User Role type: All menus on the Menu Structure will automatically have a check mark and System Manager folder is displayed:
  6. For Non-Admin and Contact User Role type: User should manually select the menus that needs to be applied. When you select/deselect the root folder, all its sub-menus will also be selected/deselected. Note that whatever menu you select on this screen will be accessible to the users with this role.
  7. Click Save button to save the new User Role type. This message will prompt.

...

Expand
title15.2

Here are the steps on How to Add a Non-Admin User Role Type:

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Click New action button to open a new record.
  4. Enter Role Name and Description. Then click OK button

    Notification will appear
  5. Select the menus. When you deselect the root folder, all its sub-menus will also be deselected. Note that whatever menu you select on this screen will be accessible to the users with this role.
  6. Click Save button to save the new User Role type. This message will prompt.

Here are the steps on How to Add an Admin User Role Type:

  1. Log in as Admin user
  2. On user’s menu panel, go to System Manager folder then click User Roles
  3. Click New action button to open a new record.
  4. Enter Role Name and Description then tick the check box besides the Enable Administrator rights. 
  5. Then click OK toolbar button

After the menus are generated successfully, all menus on the Menu Structure will have a check mark and System Manager folder is displayed

Expand
title15.1

Here are the steps on How to Add a Non-Admin User Role Type:

  1. Open User Role screen. To do this, go to Main Menu > Menu Panel > Admin > User Role.
    Image Added
  2. Click New action button to open a new record.
    Image Added
  3. Enter Role Name and Description. Then click OK button
    Image Added
  4. Select the menus. When you deselect the root folder, all its sub-menus will also be deselected. Note that whatever menu you select on this screen will be accessible to the users with this role.
    Image Added
  5. Click Save button to save the new User Role type. This message will prompt.
    Image Added

 

Here are the steps on How to Add an Admin User Role Type:

  1. Open User Role screen. To do this, go to Main Menu > Menu Panel > Admin > User Role.
    Image Added
  2. Click New action button to open a new record.
    Image Added
  3. Enter Role Name and Description then tick the check box besides the Enable Administrator rights. 
    Image Added
  4. Then click OK toolbar button
    Image Added

After the menus are generated successfully, all menus on the Menu Structure will have a check mark and Admin folder is displayed
Image Added
Image Added

Expand
title14.4

Here are the steps on How to Add User Role Type:

  1. Open User Role screen. To do this, go to Main Menu > Menu Panel > Admin > User Role.
  2. Click New action button to open a new record.
    Image Added
  3. Enter Role Name and Description. Then click OK button
    Image Added
  4. Select the menus. When you deselect the root folder, all its sub-menus will also be deselected. Note that whatever menu you select on this screen will be accessible to the users with this role.
    Image Added
  5. Click Save button to save the new User Role type. This message will prompt before continue the saving.

  • Yes – Changes will be saved and applied to all users affected.
  • No – Changes will be saved but not be applied to all users affected.

 Image Added