Role

Maintenance > new world ERP Suite > Security > Roles > New/Edit

The Role page contains the name and description of the role and a grid of all the users who may be associated with the role. Users are allowed or denied access to pages or actions based on their membership in a role and the departments assigned to the users within that role.

Select the check boxes that correspond with the users you want to assign to the role. Assign at least one user to the role.

To associate a selected user with one or more departments, click the Departments button located below the grid. The Associate Departments dialog opens.

In the dialog, select the User. To associate departments with the user, select the corresponding department check boxes, and click Save.

Note: If a user also is an approver, make sure the user is in a role that grants access to the same departments he or she approves.

Go to step 3 of setup: Approval Manager.