Roles

The Roles page lists all the roles available to assign to users. To add a record, click or edit a record, click , which opens the Role and Security modules. Users can be assigned one role, multiple roles, or new roles can be created assigning just those features the user needs.

These records can be filtered on Active, Inactive, or All and can be searched for a word or string within the record. To remove all search options, click the button.

The System Pages List document lists the menu items and their corresponding features. If no Feature is listed, then all users receive that feature.

Click Common Buttons for a description of the buttons found throughout the system and their uses.

Field	Description
Search Fields
Records	The user can filter the records based on whether they are active or inactive, or simply select all records.
Search	The user can enter any word or string to see if it exists in the database.
Column Headings
Name*	This column displays the names of the roles that are available to assign to a user and are grouped by Project, Sponsor (for multi-company licenses), Site, Other (will be hidden if no roles), and System.
Code*	This column indicates the code that is associated with the role.
System Role*	This column displays the name of the system role associated with the role.
Data Access Scope*	This column displays whether the role will have Full, Mixed, Restricted, or Read Only access to the assigned projects. Full: Access to all Countries and Sites, Can Receive Notifications for all Countries and Sites Mixed: Full access to Selected Countries and Sites and Read Only to others Restricted: Full access to Selected Countries and Sites and No Access to others Read Only: Read only to all countries and Sites. Can receive notifications for all countries and sites
Reorder	The user can change the order that the row appears on the page by clicking either the up or down arrow.

* Click the column heading to sort in ascending or descending order.