metafresh logo and link to homepage

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”.
  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 . An overlay window opens up.
  2. In the field User/Contact, enter a part of the system user name.

    Note 1: Hit SPACE to see all available system users.

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

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

Example


Zur Quelldatei auf github.com