Add or Change a Security Role

Before you can perform this task 

• Open the company as the System Administrator.
• Switch to single-user mode.

To add a security role

1. In the Home window on the Setup menu, choose Set Up Users & Roles.
2. On the Roles tab, click the Add Role button.
3. In the Role Name field, type a name up to 25 characters long.
4. In the Role Description field, type a description up to 75 characters long and select the access rights for this role.
5. (Optional) To limit this role's access to individual reports, click the Advanced Reporting button. Within each module on the left, set the Rights column of any report in the table to Full Access or No Access.
6. Click OK to close the Add Role window.
7. Click Close.

To modify a security role

1. In the Home window on the Setup menu, choose Set Up Users & Roles.
2. On the Roles tab, select a role Name and click Modify Role.
3. Change the role name or description, or the access rights for this role.
4. (Optional) To change the access rights to individual reports, click the Advanced Reporting button. Within each module on the left, set the Rights column of any report in the table to Full Access or No Access.
5. Click OK to close the Modify Role window.
6. Click Close.

To remove a security role

1. In the Home window, on the Setup menu, choose Set Up Users & Roles.
2. On the Roles tab. select a role Name and click Remove Role.
3. Click Close.

What do you want to do?

Learn about security roles

Assign a security role to a user

Learn about setting up users