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Creating Roles
Who is this article for?Users who want to learn about Creating Roles.
Elevated permissions are not required.
This article outlines an overview of Creating Roles within Users, Roles and Permissions. The use of Pentana Roles allows greater consistency when determining the access rights of users. Because multiple users can be assigned to the Role, the Permissions of multiple users are therefore controlled and maintained in one location.
1. Creating Roles
- To create a Role navigate to
- Users, Roles and Permission
- select Roles from the main menu.
- The screen will refresh to provide a list of existing items that may have been created via the client application or the online portal. Please note that when creating new Roles, these will be reflected in both locations immediately after saving.
- To create a new Role, select New from the toolbar as shown above and the panel to the right will populate with the relevant Details to determine.
- Enter the Name of the role and if required, a Description.
- If users associated to this Role should not be included in system-generated Notifications, ensure that the relevant box is ticked to Suspend alerts.
- To allocate Users to the Role, open the User membership drop-down list to access the library of users. Clicking once on the Type column heading will organise the results so that Business Users can be easily identified and chosen.
- Click OK to confirm the selection.
- While Roles can be used independently of Permissions (i.e. solely for Reporting or Notification purposes), if the new Role will grant the user membership the ability to perform specific tasks, navigate to the Permissions tab and tick the relevant boxes that apply.
- To save the new Role in the system, return to the Details tab and select Add.
- To confirm the action is completed the system provides a banner across the top of the screen.