Roles

Maintenance > new world ERP Suite > Security > Roles

After assigning users the appropriate permissions to personnel actions features, the next step is to create roles.

Roles give users access to employees, based on departments.

When setting up a role, give it a name, associate users with it and associate departments with the users.

The Roles page contains a grid of all the roles that have been created. When you create a personnel action code, associate it with at least one role. When you create a role, assign it to at least one user.

To create a role, click New. To edit a role, click the role Name in the grid. In either instance, the Role entry page opens, containing a grid of user names.

To delete a role, select it in the grid, and click Delete.

Note: A role may be deleted from the grid only if it is not attached to a personnel action code that has been used.

Go to step 3 of setup: Approval Manager.