Online Help | Desktop App

Creating security roles

To create a security role:

  1. Under Accounts and Roles > Roles, click New. The New Security Role form appears.

  2. On the General tab, enter a name for the role (required) and any description (optional). If you plan to assign this role to all new Technician Accounts by default, select the This role will be assigned by default to all newly created Technician accounts check box.

  3. TIP: You can mark multiple roles as default. When you create a Technician Account, all the default roles will be automatically assigned to it.

  4. Click the Permissions tab and specify the access permissions that the role grants to its members as follows:

    • To grant the role's members full permissions on a particular object, select the check box next to the object's name.

    • To allow specific actions on an object, double-click the object's name and select the actions the role’s members will be allowed to perform.

    • TIP: You can expand all nodes on the list of permissions by choosing Expand All from the pop-up menu. To collapse the expanded nodes, choose Collapse All.

  5. Optional: To add members to this role on the fly, click the Members tab, click Add, select the Technician accounts in the Select Accounts window, and click OK.

    NOTE: If these accounts are currently in use, your changes will be applied the next time the users log in.

  6. Click OK.