Creating a New Security Role

CUSTADMIN access only

Typically, all the security roles required by your establishment / organisation have been set up as part of your system installation. However, there may be occasions when a new role needs to be created, perhaps when a new nominal, ledger, or cost centre has been created.

1. Go to Maintenance, then select Roles from the menu.
   
2. The Role Maintenance window is displayed. Select ADD NEW. A <New item> is created with blank security role fields displayed on the General tab.
   
3. Enter a code for the security role in the Name field (maximum 12 characters), for example, SUPPACCESS, together with a suitable Description. This should clear identify the purpose of the security role, for example, Access to Supplier Accounts.
   
4. Select SAVE to add the role. Repeat the process for any other roles that are required.
5. An Update complete message is displayed. Select OK to close the message and return to the previous window.
   
6. Select the X in the top right-hand corner to close the window. Once created, you can assign the security role to a user group and restrict access to data or functions, as required.

Next steps:

Assigning Security Roles to User Groups