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How do I create a new user role?


A user role allows you to define 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 user

  1. Go to the record tab “User Assignment” at the bottom of the page and click . A new window opens up.
  2. In the field User/Contact enter a part of the user name.

    Note 1: Hit SPACE to see all users.

    Note 2: Select one of the shown options with the mouse or .

  3. Click “Done” to close the window and add the user to the list.
  4. metasfresh saves the progress automatically.


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