Modifying a User Role

When modifying a user role, you can change the role name and permissions to access functionality. If you modify a role, you can either update all users with this role in order to assign the new permissions to these users OR, if you do not update these users, they retain the permissions assigned to the role before the modification.

Follow the instructions below to modify the users' roles/permissions:

• Assign roles to users

• Assign custom permissions to users

• Set user's security access to places and cost centers

1. Select Setup > Users. The User Manager will be displayed.

2. From the User menu, select Editors > User Roles. The User Roles window will open.

3. Select the appropriate role to modify.

4. Click . The Role Properties will open.

5. Select the General tab.

6. Change the role name by clearing the Name field then entering the new role name. You are limited to 32 characters.

7. Change permissions by:

   1. Selecting the appropriate setting from the Objects list.

   2. Selecting the level of access desired for this setting.

   3. Repeating steps a and b until the role has the necessary permissions.

8. After making your selections, click OK. The Confirm window will open.

   • Select Yes to apply the changes to all users with this role.

   • Select No to manually apply the changes to users.

The Role Properties will close.

9. Repeat steps 3-8 to modify additional user roles.

10. Exit the User Roles window by clicking Close.