Creating a Security Role
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Creating Security Roles

Creating roles enables you to manage the security of the system by defining permissions to a role and restricting user access to selective modules in the application.

For example, a role called Project Manager has access to all application modules and permissions to create, edit, delete, approve, or reject any project related information. Any user or group of users assigned the Project Manager role would have access to all the privileges granted to a project manager.

Steps
  1. In the module menu, click Administration.
    The Administration page is displayed.
  2. In the navigation pane, expand User Management, and then click Security Roles.
    The Security Roles page is displayed.
  3. To create user roles, perform either of the following procedures:
    To create a single role:

    Create multiple roles by importing role information in an Excel worksheet:
    1. Click New.
      The Add Role page is displayed.
    2. In the Role box, enter the name of the role.
    3. In the Description box, enter a description for the role.
    4. Click Save.
      For information on setting role permissions, refer to Configuring Role Permissions.
    1. Click Excel Import / Export, and then click Excel Template.
    2. Save the Excel template to a storage. 
    3. Open the saved Excel template.
    4. In the RoleName column, enter the role name.
    5. In the RoleDescription column, enter the description of the role.
    6. Save the Excel workbook.
    7. To import role information, click Excel Import / Export, and then click Excel Import. The Import Details from Excel File is displayed.
    8. Click Browse, and select the updated Excel workbook with role information.
    9. Click Save.
      The roles defined in the Excel file are updated to the list of roles.
      For information on setting role permissions, refer to Configuring Role Permissions.


 

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