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How do I create a new user role?

Overview

A user role enables you to define user permissions and specify which functions they have access to and which data they can view.

Steps

  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.

Example


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