Defining user roles

With user roles you can define groups of users. These groups can then be assigned to tasks.

About this task

You can either add a new user role or edit an existing user role.

A user role enables you to connect users to companies; to make the user responsible for the company. You can create multiple user roles and then assign specific tasks to the different roles. This way you can have different responsible users for different tasks for the same company. For more information, see Defining tasks. If you do not need to assign different users to different tasks for the same company, then you should define one default user role. This default user role will be applied to all the tasks for the company.

The Command Centers allows you to:
  • See responsible users.
  • Filter on tasks for specific users.
  • Send notification e-mails to responsible users.
For more information, see The Command Center.

Procedure

  1. Click Maintain > User > User Roles.
    The Roles - Define dialog box is displayed.
  2. Click the Add a new row icon Add a new row.
  3. Specify a code in the Code field.
  4. In the Name - Group language field specify a group name.
  5. In the Name - local language field specify a local name.
  6. Click the Edit the list of objects icon Edit the list of objects.
    1. In the Company - select one or more window, select the companies that you want to include.
    2. Click OK.
    3. Click the ellipsis icon Select users to add one or more users to the role.
  7. Click Close.

Results

The user role has been added.

One user role can be set to be the default role. Click the Set as Default Role icon Set as Default Role. A default role will be applied to all tasks, unless the task is specifically assigned to another user role.