Creating a User Role

When creating a User Role, it is necessary to assign the role a unique name then add permissions to the role to access certain functionality.

1. Select Setup > Users. The User Manager appears.

2. From the User menu, select Editors > User Roles. Or click the User Roles button from the User Manager Title Bar. The User Role Editor window will open.

3. Click Add ( ). The Create Role window will open.
   

4. Select the General tab to enter the role name and assign permissions.

5. Enter a name for the user role. You are limited to 32 characters.

6. Use the Name field under the General tab to enter the User Role name. Name lengths are limited to 32 characters. If desired, click Select All to select all permissions for this User Role. Or click Select None to clear all permissions.

7. To refine the User Role, click the 'Plus' icon in the Options pane to expand the Application folder. A list of the various application objects associated with EnergyCAP will appear.

8. Click on an application object and then click the checkbox(es) to select or deselect the appropriate User Role permissions from the Access options for that object (View/Modify/Delete/Create/Execute). When a permission is selected, a checkmark will appear in the checkbox.
   

9. Repeat the previous step with each application object until the User Role has been granted all necessary permissions or restrictions.

10. After making desired selections, click OK to save the changes and exit the Create Role window. The new User Role will now appear in the User Role Editor window.

11. Exit the User Role Editor window by clicking Close.