There are two ways of setting up user roles: by User or by Entity.

To do this, go in the navigation panel to Application Settings – Roles (as part of the User data).

Defining roles by User (see the following screenshot): On the Roles screen click the By User button and thereafter type the name of the user in the search box. Next add relevant entities using the Add Entity button. A slide-in appears in which the User Roles can be assigned. After saving, a new line is added to the screen in which the Entity and User Roles are shown (by a checkmark). Changing User Roles to this Entity can be done by clicking in this line which reopens the slide-in.

Defining roles by Entity (see the following screenshot): On the Roles screen click the By Entity button and next select the desired Entity. Next add relevant users using the Add User button. A slide-in appears in which the User Roles can be assigned. After saving, a new line is added to the grid in which the User and User Roles are shown (by a checkmark). Changing User Roles to this User can be done by clicking in this line which reopens the slide-in.

If the Entity is a parent entity, the system will raise the question whether to apply the User Role also to the lower level Entities. The same is true for removing a User Role from a parent entity.

Lastly, it is possible to copy the roles from one User to another User or from one Entity to another Entity.

For copying the Roles from one User to another User: go to user Roles, choose the By User modus and select the User to copy the roles to. Next, click the Copy roles from another user button, and select the user from whom to copy the roles.

For copying the roles from one Entity to another Entity: go to user Roles, choose the By Entity modus and select the Entity to copy the roles to. Next, click the Copy roles from another Entity button, and select the Entity from whom to copy the roles.

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