The steps below will allow Super Users to create new job roles within the system which are used to grant permissions to the users assigned those roles.
Step 1. Go to Settings > Hierarchy
Step 2. Choose department
Expand the hierarchy using the blue + symbol to show the available business groups. Each business group can have multiple departments and any role you create will sit within one of those departments.
You can add more business groups or departments using the buttons provided. The ‘Manage Levels’ button allows you to rename any of these levels, or add more if required.
Step 3. Select ‘Add new role’ and complete the details
Select the ‘Add New Role’ button and you can name your role and select the appropriate department for it to sit within.
Step 4. Save the role
- Save & Close – This will create the new role and close the Add Role window
- Save & New – This will create the new role and then open a fresh Add Role window so you can create another account
Step 5. Apply security permissions and assign to users
The purpose of roles within QUOODA® is to help set security permissions for staff. Now your new role is created you must:
- Decide which menu options users in this role will be able to see via role-based menu visibility
- Decide what users in this role can do within the modules they can access (Read Only, Add, Update, Delete, etc) via role security
- Provide the role with security access to compliance rules
- Once you have defined the access for the role you can then assign it to the appropriate users. This is explained in Step 2 of the adding a new user help page.