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Role Manager is used to designate what sections in the Admin module a certain user can see. For example, if your company has a team of auditors that are only allowed to see the Utilities and nothing else, you can create a role that will allow them to do that. When that user logs in to Admin, they will not see the full menu. They will instead see an abbreviated version based on the criteria selected in Role Manager. Also, the Role Manager gives the ability to duplicate already created roles which can then be edited or set to read only. Users, who are assigned to the read only role, will be able to see everything that the duplicated role could, but will not be given the ability to add, modify or delete.

Quick Demo of Admin Roles

To set up a role:

1. Go to Admin
2. Expand Security
3. Click on Role Manager
4. Click on Add
5. Enter a name for this role in the Name field (this is the only required field). For example, you could call it "Audit" for the auditors.
6. Select an Operating Unit, Department, or My Group if this role will be restricted to any of them.
7. Click Save
8. Notice that the split screen opens up and a new tab appears called Access List. Click on Access List.
9. Click on Add (the one for Access List).
10. Select the items that the user will be able to see from this list (Notice there is more than one page).
    • For Example, if I want to create a role for those auditors where they can only search and view expense reports, I would select the following:
      • util - ExpenseSearch
11. Click OK
12. After the role is set up, you just need to assign it to the users that are going to be in that role.

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