SOP- Administrative – Set Up Roles

 Standard Operating Procedures

Set Up Roles SOP



The Role screen located under the System Administration module determines user permissions through sets of privileges. Special filters provide administrators the flexibility to limit what users can view, insert, save and edit.


* Users can have multiple roles, set-up must be by function not necessarily by person or job title.*




1. Navigate to the System Administration module on the main menu.
2. Navigate to the System Administration screen and click the link to Role.
3. Click New to enter role name and description. Then, set Active to Yes and click Load to select modules.  



4. Click on the drop-down to select privileges for each module.  
5. Select all privileges that apply and click Done. Then click Save to save the record.  





  1. System Administrator

The System administrator role will be the key person to apply roles according to the user function.  Notification of changes to an existing user or new user and what their employed function will entail will be provided with the administrator responsible for applying changes.


Return to System Administration Module SOP