Roles Screen

 Roles represent a user's function within the company. This, in turn, determines what information they can access or functions they are permitted to utilize in the system. The Roles screen allows you to select from a list of permissions that define what a person in each role can do.

To modify permissions for a role, select the role using the drop-down in the Role field, and set checkmarks next to each permission the role should be able to perform. To save changes, click the Save icon. To change the name of an existing role, select the role using the drop-down in the Role field and then change the role's name in the Role Name field. To save the change, click the Save icon.

The role hierarchy value specifies the authority level within the organization relative to other users. The user may specify a value between 0 and 999. The role hierarchy value helps to determine authority for:

1. Approving completed work tickets – A logged-in user can approve a work ticket pending approval if they have greater authority (smaller Role Hierarchy Value) than the person who put the work ticket into Pending Approval status. (They can also approve work tickets with the Approve Work Ticket permission.)
2. Approving proposals – A person can approve proposals for release to customers if they have authority greater than or equal to (smaller Role Hierarchy Value) the person (or role) defined in a workflow to approve proposals.

For additional information on managing security, roles, and permissions, and a list of permissions with their definitions, see General Aspire Access.