• Access Roles – Overview

    This section explains how to create Access Role categories. Learn how to assign a certain Access Role to a specific staff member here. For a glossary of Access Role terminology, please refer to our Access Role Glossary What is an Access Role? When you assign an Access Role to a staff member, you are designating which information and capabilities they will have access to in your system. But before you can start to ...

    label_outline System Administration label_outline Access Roles
  • Creating or Editing An Access Role

    This section discusses how to create or edit an Access Role. For a glossary of Access Role terminology, please refer to our Access Role Glossary Creating An Access Role To create a new Access Role, click on the launchpad  icon and select Setup. Click the Access Roles tab and select Add Role. Selecting the Add Role link will take you to the Access Role Management screen. Here you can enter the title of your new ac...

    label_outline System Administration label_outline Access Roles
  • Access Role Glossary

    This table provides definitions for the system functionality included within the Access Roles tab. The System Administrator can configure access roles that allow/disallow any of the following functionalities.   Access Rights Restore Deleted Data Provides the user with a Recover your deleted data link at the bottom of the screen.  When clicked a list of deleted records are displayed allowing the user to select a...

    label_outline System Administration label_outline Access Roles label_outline For System Administrators label_outline Glossary
  • Access Role-Based Reporting

    This section discusses how to use Access Roles to manage end-user access to reports in the Report Library. The Access Role-based reporting feature allows the System Administrator to regulate access to reports by designating which access roles will be allowed to access each report. Create and Assign Access Role The first step is to create end-user access roles. When creating these access roles, keep in mind that yo...

    label_outline System Administration label_outline Access Roles label_outline For Agency Managers label_outline For System Administrators label_outline Animation label_outline Reporting label_outline Report Access