BluJay Solutions Parcel 21.1.0 - User Guide
User Accounts > Roles |
Scroll |
Use the Roles page (off the System menu) to add, update, and delete roles and assign groups to each role.
To add, view, or update a role, do the following:
1.To add a role or search for a specific role, complete one or both of the following boxes. Or simply click [SEARCH] to view a list of all roles.
In this box... |
Do this... |
User Role |
Type the user role that you want to add or search for. Leave blank to search for all roles. |
Role Description |
Type the role description that you want to add or search for. Leave blank to search for all roles. |
2.Click one of the following buttons:
Click this button... |
To... |
SEARCH |
Search for roles. |
ADD |
Add the role or role description you typed in the box. |
3.If you clicked [SEARCH], the search results page appears. Otherwise, if you clicked [ADD], continue with Step 5.
In the search results, locate the role you want to view, update, or delete:
•You can sort the results by clicking the column labels.
•If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.
4.Select the role that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:
Click this button... |
To... |
ADD |
Add a new role if it does not already exist and you searched for all roles in Step 1. |
VIEW |
View or update the selected role's information or assign groups. |
DELETE |
Delete the selected role. |
CANCEL |
Return to the previous page to conduct a new search. |
5.If you are adding a new role or want to update a role's information, complete or edit the following boxes:
In this box... |
Do this... |
Role Name |
Type the new role name. |
Role Description |
Type the new role description. |
Comments |
Type any comments about the role. |
Role Status |
To activate the role, click the Active check box. To disable the role, clear the check box. This means that any user name with this role will not be able to log in to the user interface. |
Available Groups/Assigned Groups |
Assign groups to the role by selecting the group in the Available Groups box on the left and then clicking the right arrow to move it to the Assigned Groups box on the right. To remove groups that are assigned, click the group in the Assigned Groups box and click the left arrow to move the group back to the Available Groups box. To select more than one group at a time, press the Ctrl key while clicking the groups. A group is a collection of user interface pages or modules. When you assign a group to a role, you are establishing which user interface pages or modules that role can access. You assign user interface pages or modules to groups on the Groups page. |
6.Once you have completing adding or editing the information for the role, click [SAVE] or [UPDATE] to save the information to the database. Or you can use one of the following buttons:
Click this button... |
To... |
DELETE |
Delete the role. |
CLEAR |
Clear the page of the information you entered and start over if you were adding a new role. |
CANCEL |
Return to the previous page. |
