Roles

You can restrict application access by creating and configuring roles then assigning those roles to users. A role is a grouping of screen permissions, facility permissions, and report permissions. When a user logs on, the system checks all their roles and adds the facility permissions of each role to the list of facilities that the user can access. After the user roles are verified, the system uses the compiled facility list to generate the facility menu in the main toolbar. The system then confirms all roles and creates a list of screen permissions and report permissions for the user. After the user selects a facility, all screens in their permission list display in the Navigation menu, and all reports in their permission list are available in the reports list screens.