How to create User roles using the User role management screen.
1.Log into the system using the login credentials
2.Find the " User Role Management" screen under the Administration module in the left pane as shown in the below screen shot
3.Alternatively you can access the screen by typing the name in the search button located in the top right corner near the user name.
4.Once the screen is opened , you may either open existing entries that have already been created or create a new entry.
5.To create a new entry click on the create new button located on the top right below the user name.
6.Now you need to enter the name of the role that is to the created and its description.
7.In the program drop down list , type the name of the screen required for the subject role.
3.Alternatively you can access the screen by typing the name in the search button located in the top right corner near the user name.
4.Once the screen is opened , you may either open existing entries that have already been created or create a new entry.
5.To create a new entry click on the create new button located on the top right below the user name.
6.Now you need to enter the name of the role that is to the created and its description.
7.In the program drop down list , type the name of the screen required for the subject role.
8.Select the program and click on the add button.
9.You will have four access that can be provided for the role namely Create, Update, Delete, View
9.You will have four access that can be provided for the role namely Create, Update, Delete, View
10.View access is given by default when the screen is added to the role.
11.Create access will allow to create a new entry, Update will allow to edit/Update any existing entries, Delete access will allow to delete entries if the functionality is available in the screen.
12.Same procedure to be followed for all the screens that are required.
13.Furthermore there are screen specific access that can be provided using the gear button on the left of the screen name in the grid.
14.Once all the required screen and their roles and specific access are given, the user can click on the submit button to create a entry.
User Creation
https://support.aggrandizeventure.com/portal/en/kb/articles/how-to-create-user-roles-using-the-user-role-management-screen
14.Once all the required screen and their roles and specific access are given, the user can click on the submit button to create a entry.
User Creation
https://support.aggrandizeventure.com/portal/en/kb/articles/how-to-create-user-roles-using-the-user-role-management-screen
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