Roles & Permissions

Client Admin Roles & Permissions are security rights for each tree-node/sub-node/tab/button on any given screen that can be assigned to Users; they define the features accessible to a User.

Pane 1

Role - Name/title

Description - Role explanation

Type options:

• Client - Client level permissions
• Budget - Budget and Building level permissions

Category

• Full Access - Access to all aspects of the application assigned
• Reports Only - Access to only the Reports section

Pane 2

1. Select and highlight the Role in pane 1.
2. In pane 2 Tree Permissions, select a row and click "Edit" on the toolbar or right-click select from the menu; the View, Add, Edit, and Delete fields open.
3. Check or uncheck the appropriate boxes within the fields and click "Save" on the pane 2 toolbar or right-click select from the menu.
4. Continue in panes 3 and 4.

Info: The Roles & Permissions' Tree Permissions are a parent-child relationship; i.e., if "All" is selected in a higher pane, all sub-panes are applied the same permission unless manually edited.

Note: Although View, Add, Edit, and Delete all appear in each section, not all Nodes and SubNodes are affected by each (i.e., Import/Export - Administration (and other sections) contains permissions to button-triggered functionality in the application). "View" gives a Role permission to see and use the functionality. Add, Edit, and Delete rights have no affect on button functionality other than the obvious Add, Edit, and Delete buttons.

Delete

Alert: A Role that is in use (i.e., assigned to users) cannot be deleted.

Roles Export

Located on the pane 1 toolbar, Roles Export is an Excel export containing the details of selected Client Admin or Budget Admin Roles & Permissions.