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access_roles [2018/12/06 18:37] – lisa.maloney | access_roles [2020/12/01 11:44] (current) – lisa.maloney | ||
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__**Admin: User Admin: Access Roles Admin**__ | __**Admin: User Admin: Access Roles Admin**__ | ||
- | {{:pasted:20181206-183710.png}} | + | {{:pasted:20201201-113721.png}} |
- | This screen is to build different types of roles and assign screen visibility to each role. Then on the User Admin screen, users can be assigned a role based on these definitions. | + | This screen is to build different types of roles and assign screen visibility to each role. Then on the User Admin screen, users can be assigned a role based on these definitions. |
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+ | {{: | ||
- | {{: | ||
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- | Next, assign what each role can do within GoSimple. | + | Next, assign what each role can do within GoSimple. |
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+ | Then move the views from the Available Views section on the left to the Selected Views section on the right. | ||
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+ | {{: | ||
- | {{: | + | To Save changes click the Save button. |
- | __Claim – Link Contract__: this gives access to the Link Contract option on claim view. This role works independently of Claim – Edit. To give a user access to link contracts without claim edit rights, add Claim – Link Contract to the selected view (right) side and Claim – Edit to the available (left) side of the screen. | ||
- | Click Save after making changes! |