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Managing roles

Every user interacts with SmartTurn from a specific point of view, and needs access to specific information to do his or her job.

Roles are what SmartTurn uses to bridge the gap between individual users and a large menu of permissions. When you assign a role to a user, you are telling SmartTurn what the user can do in the application. When you complete the role assignment by designating an Agent For, you are telling SmartTurn which data the user can see in the application.

The Default SmartTurn Administrator is the initial role active in SmartTurn. The user who has the Default SmartTurn Administrator role assigns every other user permissions to perform specific tasks and see specific data. You can view your company's list of roles under Administration>Roles.

  • To filter the list: If there are too many roles in the list for you to locate the one you want, you can filter the list using the Filter and Contains fields above. More info...
  • To sort the list: Click any of the column labels. If the list has more than 25 roles, SmartTurn creates additional list pages. When you click the column labels to sort the list, SmartTurn includes all the roles from the overflow pages in the sort.

In this section, you'll learn how to:

To learn more about how permissions bring together roles and users, see Understanding permissions.

To learn about a particular field on the screens to manage roles, see Role field descriptions.

In This Section

Viewing roles

Adding a role

Editing a role

Copying a role

Activating/Deactivating a role

Default roles

Role field descriptions

Role strategies

Maintaining roles

Steps to set up role-based security

See Also

Administration

Maintaining your company information

Managing warehouses

Managing locations

Understanding permissions

Managing users

Managing custom fields

Managing custom pages

Managing charge types

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