How to set up Permissions and Roles

General

In order to give a new user access to the system they need the link to the application. When the user logs in the first time the user role is automatically created. By default the user gets the role everyone.

You can add roles or single permissions to a user.

In the installation you get some predefined roles. These are just suggestions, the roles should be adjusted to your organisation.

During implementation phase the users usually get the role Everything and that gives the user access to everything in the system.

Depending on your permissions you can see your own or all users and permissions in Start/Register/Settings/Setup/Security

In the first Tab you will see the users on the left side.

On the right side you will see the roles that the user have. To add or remove roles use the icons on the right top.

On the same side below you will see all the permissions that you have from the roles.

In Users under UserPermissions you have the possibility to add single permissions to the user. To add a single permission use the + sign.