To create a new role:
1.Open Application Security from the Desktop.
2.Select the Roles tab.
The Roles|Search page appears.
3.Click 'Create New'.
The Roles|Basic page appears.
4.Specify details pertaining to this new role in the user role section.
5.Select the user(s) that you want to assign to the new role from the Available Users list.
You can also assign existing or new users to a role from the Users|Basic page.
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Information No more than 1,000 users can be assigned to a particular role. |
6.Click '>' to move the selections to the Assigned Users list.
You can remove users from a role by highlighting the user in the Assigned Users list and clicking '<'.
7.Select the warning message(s) that you want to suppress from the list. For example, by default if an order is unpaid, users must enter a reason. Suppressing the warning enables users to create an unpaid order without entering a reason.
8.Enter additional data to be captured for your organization’s needs in the role data section.
9.Click 'Create'.
A window confirms that the role was created.
10.Click 'OK'.
Example User Role
The following example illustrates a role for ticket sellers working in a non-profit organization’s on-site, day-of-event box office.
In this example, box office staff are only allowed to accept cash for walk-in sales.
Field |
Input |
Name |
Box Office |
Description |
On-site box office sales; day of event. |
Offer Time Out |
5m (5 minutes) |
Default Payment Method |
Cash |
Default Delivery Method |
Walk Up |
Event View Preference |
quickSale.asp |
