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How do I create a new user role?


A user role enables you to specify which features the user can access and which data they can view.


  1. Open “Role” from the menu.
  2. Create a new role.
  3. Give the role a Name, e.g., “Standard”.
  4. Set a Max Query Records limit.

Assign the role to a system user

  1. Go to the record tab “User Assignment” at the bottom of the page and click "Add new". An overlay window opens up.
  2. In the field User/Contact, enter a part of the system user name and click on the matching result in the drop-down list.
  3. Click “Done” to close the overlay window and add the system user to the list.
  4. metasfresh saves the progress automatically.


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