Roles

In this box you can add one or several roles for the user.

There are a number of pre-defined roles to choose from. A role is a template of user rights that the user normally needs in different procedures, based on different job titles. You can add several roles for a user, if needed.

New users have by default a role called Unspecified (empty). You can use that role if none of the pre-defined roles suit. The unspecified role is empty of user rights, and you can manually add user rights for the user by using user rights groups and user-specific user rights.

The main role of the user is set as Default. The default role has several purposes. One purpose is when using the MONITOR search. The result will then be customized based on the user's default role. E.g. If a user with the default role Purchaser searches for parts, then purchased parts will be sorted first. Another purpose is that future functions and procedures (implemented in MONITOR by updates) can be automatically activated and available for the users based on their default role. Another area of use is to automatically load default values (saved in selections to lists), based on the default role when the user opens such a procedure.

Please note! The user rights from the user's different roles will result in a mix of user rights. E.g. if one role allows the activity Create new part but another role does not have that user right, the result is that the user can create new parts. This is displayed in the box Resulting user rights.

Video: User rights

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