How do I allocate Function Roles?

The following video shows you how to allocate a Role to an existing User:

Function Roles are allocated at either a Branch or Site Role level from the Admin | Security | Role Allocation screen:

• When Function Roles are allocated at a Branch level, a standard set of roles are provided in the system when it is purchased.
• When Function Roles are allocated at a Site Roles level, a standard set of roles are provided, but new ones can be created in Admin | Security | Site Role (take a look at How are Site Roles created/added? to find out more)

Function Roles are allocated at a:

• Branch level from within Admin | Security | Site Role | Role Allocation | Branches
• Site Roles level from within Admin | Security | Site Role | Role Allocation | Sites

The layout of the screens are the same regardless of whether you are using the Branches or Sites page. An example screen is shown below:

The following steps allow you to allocate/remove Function Roles for your Users:

1. Select Name of the User to allocate the function roles to, using the various search options
2. Select whether to allocate roles at a Branches or Sites level (if Sites is selected the view will change to reflect Sites, but the functionality remains the same)
3. Navigate to the Branch/User/Site/Functional Role you wish to modify (select to expand). If this is the first time that you are setting up a User and allocating them to a Branch, take a look at the various options on the right-hand side of the page
4. Select options from this box to allocate/remove using << (to allocate) and >> (to remove)
5. Select Save
6. Select Refresh to revert back to previously saved state