Roles

Administration > Maintenance > Roles

This optional feature allows you to easily group like users, such as Development Department requesters, within the WorkPlace application, then relate the roles or roles which apply to a WorkPlace user in Security setup.

Optionally, user setup, approval lists and approval routing can be based on roles rather than by individual WorkPlace users within your organization.  Designed for large user environments to simplify configuration and setup of WorkPlace Security, Approval Lists and Routing Rules.

The Roles page allows you to establish security settings for the Selected Role.

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Entry Fields

Role ID

Enter an identifiable name for the Role in this field, such as Requesters or IT Approvers.  To select an existing Role ID from the zoom window

Description

Enter the corresponding description for the Role ID.

Command Buttons

Select All

Use to set the ALLOW Checkbox on all listed pages, allowing the user access to all of the maintenance and/or processing functions for all listed tabs.

Select All Current Tab

Use to set the ALLOW Checkbox on the currently active page, allowing the user access to all of the maintenance and/or processing functions for the active tab.

Clear All

Use to clear the ALLOW Checkbox on all listed pages, allowing the user access to all of the maintenance and/or processing functions for all listed tabs.

Clear All Current Tab

Use to clear the ALLOW Checkbox on the currently active page, allowing the user access to all of the maintenance and/or processing functions for the active tab.

 

By selecting the Security Allow checkbox the user will be given access for that selection.

Depending on WorkPlace Modules and/or Interfaces installed and licensed for a corresponding sub-tab will appear on this page.

Accounts Payable  Accounts Receivable  Administration  Budget  Catalog  Expense  General Ledger  Inventory  KwikTag  Multi Currency  Project  Purchase Order  Receive/Match Invoice  Requisition/Check Request  RFQ  Time  Vendor Contract

 

Entry Fields

Allow Checkbox

Gives access to the respective maintenance and/or processing functions.  If both allow and deny remain unchecked no access is granted to the respective maintenance or processing function.

Deny Checkbox

Denies access to the respective maintenance and/or processing functions.  If both allow and deny remain unchecked no access is granted to the respective maintenance or processing function.