How do I create a new role?
Short answer
Open Roles, click New Role, enter Code, Role Name, Remark and Save. Then give it rights in Assign Transaction / Report Privileges.
Steps
- Open Property Setup > User & Access > Roles.
- Click New Role (needs Access Role Configuration).
- Type Code and Role Name, optional Remark.
- Click Save.
- Assign privileges and report privileges, then give users the role (add user).
Check the result
The role is in the list and offered in the Role list of the User screen. Built-in roles are Owner, Administrator, Manager, Desk User and House Keeper.
Common problems
- A new role saves without privileges. It has no rights until you assign them in Assign Transaction / Report Privileges. Please check Privilege. can still appear when you edit an existing role and clear every privilege.
- The five built-in roles cannot be deleted. Deleting a custom role: open it, Delete, confirm Are you sure want to delete this Role?
- Messages: Configuration messages.