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Role Configuration Example

Last Updated: Oct 22, 2020

Summary

Roles are assigned one or more role groups to determine the permissions that a role is granted. Once roles are set up they can be assigned to users in order to impart the needed permissions to that user.

In this example we will create a role called ‘Billing’ that will use the permissions we set for the ‘BillingGroup’ Role Group in the Role Group Configuration Example.

For additional details on the fields presented on the roles screen see the Configure Roles screen help article.

Prerequisites

  • Role groups must be setup in order to assign permissions to roles

Process

  1. Log into the LogiSense Billing application

  2. Click on the Setup menu then Users & Accounts

  3. Click on Users

  4. Click on Roles in the upper right

  5. Perform the following steps to create a new Billing role and assign it to the ‘BillingGroup’ Role Group

    1. Under the Roles section click the (emoji) icon to load the Add Role screen

    2. Enter 'Billing' as the Name

    3. Click the drop down arrow to show the Role Groups

    4. Select ‘BillingGroup’ from the list

    5. Click on the + Add button

    6. Click on the Save button

Next Steps