What is an Access Role?
When you assign access roles to staff members, you are designating what data and capabilities they will have access to. Before you assign an access role, you must first create it and define its associated capabilities.
At times you may need to create a specific access role. For example, you may need a role for volunteers who will be doing data entry only. You can create a role titled ‘Limited Access’ or ‘Volunteer Access’ that provides access to only the system components they need access to.
The Access Roles tab features two columns: Role Name and Staff (figure 1). The Role Name column lists all of the access roles by their title. The Staff column indicates how many staff members have been assigned that role.
Creating An Access Role
To create a new Access Role, click the launchpad icon and click Setup. Click the Access Roles tab and click Add Role (figure 1).
In the Add New Access Role section, provide a name for the new role (figure 2). You will also be prompted to select an Access Role Type.
Once you've named the role and selected a type, you will be provided with a series of configuration options for your new role (figure 3).
|Note: The Rights Glossary for Access Roles provides details on what functionality is impacted by each configuration option.|
Once you've completed configuring the access role, click Add Record to save.
Editing Access Roles
To edit an existing Access Role, hover over the access role you want to modify and click the edit icon (figure 4).