Job Role Management

Create and Edit Job Roles:

1. The look up Job Role drop box contains available Job Roles already set up.

2. To add a new Job Role enter a name, ensure active is ticked then press ‘add’.

Set Job Role Members:

1. Select Job Role and then press ‘Job Role Members’.

2. Search through users by Customer drop down list, search by name or scroll through list of all.

3.  Select a user, then select ‘Add’.

4. The user you selected should now appear below.

Setting Job Role Permissions:

1. Select ‘Job Role Permissions’.

2. Select what appears on the Job Roles level 1 menu and then update.

Active items will appear in their menu.

3. Press >> to select what appears on the Job Roles level 2 menu and then update.

Active items will appear in their sub menu.

4. Continue for all items that have a menu 2.
5. Press >> next to level 2 menu items to select what appears on the Job Roles level 3 menu and update.