How do I create a security role?

This feature is available on all PaySpace editions

Security Roles are created on the Security Role screen to specify the screens a user can access.

      Navigate > Config > Security > Security > Security Roles

Step 1: Click on the "add" icon.

Step 2: Define the Security Role and click on Update.

Step 3: Once updated, you will be prompted to select a menu branch from the dropdown list and specify permissions to each screen. Once the permissions have been selected for the menu branch, click on Update to save the permissions.

• Related Articles

• Can I copy a security role?

  This feature is available on all PaySpace editions Yes. Security roles can be copied or duplicated on the Security Roles screen, either within the same company or across other companies in the group. Navigate > Config > Security > Security > Security ...

• How do I update an existing Security Role's permissions?

  This feature is available on all PaySpace editions Permissions for an existing security role can be updated across different menu branches when you select to edit the Security Role. Navigate > Config > Security > Security > Security Roles Step 1: ...

• Security | Creating a Security Role

  Overview You can create Security Roles to specify which screens and fields a user can access. Edition This feature is available on all PaySpace editions. Navigation Path Navigate > Config > Security > Security > Security Roles Details Field ...

• Why do employees receive an "Access denied | You have invalid security permissions to access the selected functionality" error when submitting a claim?

  This feature is only available on the Premier and Master editions Employees will receive the below error if the ESS security role's permissions deny access to the Claims screen. Navigate > Config > Security > Security > Security Roles. Step 1: Select ...

• How do I grant employees access to view company documents?

  This feature is available on all PaySpace editions Employees can be granted access to view Company Documents on the ESS (Employee Self Service) security role. Step 1: Add company documents on the Company Documents screen. Navigate > Config > Basic ...