Roles & Functions

Select Version of EA Desktop:

Note:

Creating and editing Roles & Functions requires administrative access.

The Roles & Functions tab allows you to create roles and assign or edit the functions that roles have access to. The tab is divided into 2 panels. Roles are on the left, while the Functions are on the right.

To create a new role:

  1. On the Toolbar, click New role on the role panel.

  2. The Create new security role window will open.

    Note:

    The circular X beside the fields indicates required information. When the fields have been filled and verified the indicator(s) will disappear.

  3. After entering the information, click Save. The window will close and the role will be added to the grid.

Once a role has been created, you can assign functions to it.

To assign functions to a role:

  1. Highlight the role under the Roles section. The functions panel will display the functions available.

  2. Select the check boxes of the functions the role will have permission to use.

  3. From the toolbar, click Save. The role will be saved with the functions.