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NameDefinition
NameEnter the name of the role
DescriptionEnter a description
ApplicationSelect the application/ module the role applies to
Auto Allocate

NOTE This feature will not display if Access Profiles are utilised.

Select 'Yes' to auto allocate the role to all new user profiles account created in the system.

Note this does not work in hindsight and will only apply to new user profiles accounts created post this selection.

Access Privileges

Once the application/ module has been selected, a list of access privileges appears. Tick the privileges which are to apply to the role.                                                 

Users

Select users to be assigned the role

  1. Click 'Add'
  2. Use filters to locate relevant users
    1. Alternatively, click 'Select All' to assign the role to all users
  3. Click 'Done'

Note user can also be assigned roles via their user profile from the User page. Refer to the Assign Access Roles section in this user guide for more details.

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