Page Comparison

...

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.

...