Creating a Security Role
About
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 Roles
Overview
Important Comment
User not linked to a Security Role
If a user is not linked to a Security Role, you will have access to all screens. It is therefore advisable to set-up a default Security Role.
Related Articles
How do I link a company level user to a security role?
Security roles are linked to company level users on their user profile. Navigate > Configuration > Security > Security > User Profiles Step 1: Select the Users Profile. Step 2: Select the relevant Security Role Access that the user needs access to ...How do I create a security role?
Security roles are created on the Security Role Screen to specify the screens a user can access. Navigate > Configuration > Security > Security > Security Roles Step 1: Before the permissions to required screens on the system can be selected, define ...Maintaining a User Profile
About Once a User Profile has been created, the access of the user can be changed by editing their User Profile. Changes can include the Security Role, the Companies and/or Frequencies the user has access to. This screen can also be used to change ...Is it possible to assign multiple company level users to a superuser security role?
Yes. It is possible to assign multiple company level users to a superuser security role. Related FAQs How do I create a security role? How do I link a company level user to a security role?How do I allow company level user access to reactivate inactive (blocked) users profiles?
To reactivate inactive (blocked) user profiles, the security roles to which company level users are linked, have to be amended so that full access is given to the User Profiles and/or Activate Users screens under the Company menu branch. Navigate > ...