Locating a Role
- Existing user roles are viewed and managed from the Roles screen. A role is assigned to individual users as a security measure to control the user's ability to administer program features, as well as access data stored in the program.
- Click Gear Icon in the Navigation Toolbar, and click the Roles link in the menu.
- In the Roles screen, locate the role by its name or description.
- Click a column heading to change the sort order of the data.
- To resize a column, hover over the right or left border of the column heading until the resize icon appears. Click the icon and drag the border to the desired width.
- From the Roles screen, you can add a user role and run the Role and Permissions Report.
- Click a role record to display its Role Profile screen, where you can:
- Review the permission types granted to the role, as well as the groups, additional forms, and document types that the role can access.
- Edit the information for a user role.
- Make a copy of the user role.
- Delete the user role.
- View a history of the changes made to the role.
- Save your changes.
