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How do I create a new User Role?

Overview

A user role allows you to define which features the user can access 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”.

Assign the role to a user

  1. Go to the tab “User Assignment” at the bottom of the page.
  2. Add a new user. A new window opens up.
  3. 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

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

Example


Zur Quelldatei auf github.com