The security roles feature allows our customers to create and assign security roles for administrator permissions. Security roles utilize the same settings as the administrator setup and allow roles to be configured and managed at the role level, with all updates passing to the assigned administrators. This allows you to create consistent roles that can be assigned to multiple employees instead of needing to create a role for each employee.

The page will provide the following columns:

• Security Role - The name of the security role.
• Administrators Assigned to Role - The number of administrators with the role.
  • If the role is assigned to any administrator, the role cannot be deleted.

The 'Copy Permissions' button allows you to copy the permissions of one admin to another. More information about the process is detailed in the following article.

The Actions drop-down menu allows you to:

• Create New Security Role
• Delete Selected Record(s)

Creating or Editing Security Roles

Creating and assigning a security role allows you to create a single role that can be assigned to multiple admins. Any updates made to the role will automatically be applied to assigned Admins upon saving the changes at the role level.

• Go to Actions and click Create New Security Role. to create a new role or click the name of an existing security role to make any updates.

  

• Enter a name for the security role and enable the settings from the General, Employee, and Page Settings tabs.
  • IP address settings are defined at the Administrator level only and not available at the role level.

  

• Click Save Security Role when finished. If the security role is assigned to any administrators, their security role settings will also be updated. 

Deleting a Role

A Security Role cannot be deleted if the role is assigned to an Administrator. 

• Select the security role(s) to delete.

  

• Go to the Actions drop-down menu and click Delete Selected Record(s).

  

• Confirm the Deletion.

  

• If a security role you are trying to delete is associated with an administrator, you will receive the following message.

  

Assigning a Role to an Administrator

• Before assigning a security role to an Administrator, the employee record must be set to an Administrator first. This setting can be found under the 'Utilities' section of the employee record. By default, the new Administrator will not be active and have no Admin permissions.
• Click the name of an Administrator.

  

• Click on the Security Role drop-down menu and select a role.  Once the role is selected, the settings on each page except for 'IP Address Settings' will update with the settings defined at the role level. 

  

• Once a role has been assigned to an Administrator, the settings are locked and cannot be modified at the Administrator level. Updates must be managed at the security role level, or the employee needs to be changed to 'Not Assigned' so custom settings can be applied.