Use the following steps to edit a Role:

1. Select Administration.
2. Select Roles.
3. Select New to create a role, or Edit to change an existing one.
4. Edit the role by checking off boxes in the following tabs:
   • General
     • Admin? - If selected this will grant a user access to all Admin menu options, such as module settings.
     • Batch-Edit - Permits the user to select multiple records in list views that allow for Batch Editing.
     • Edit Email Alert Templates - Permits users to edit email templates that would be sent via alerts in MVP. 
     • Password Manager? - Permits users to update user passwords.
     • User Type- The selected User Type determines what type of user the Role can be applied to. 
       • EX a Role with the user type "Requestor" chosen can only be assigned to Requestor Users.
     • Create Public Filters? - Permits users to create and save filters publicly in all modules in MVP.
     • View - Permits users to view the module.
     • Edit - Permits users to edit a record within the module.
     • Create - Permits users to create a new record within the module.
     • Delete - Permits users to delete a record within the module.
     • Inactivate - Permits users to inactivate a record within the module.
     • Share - Permits users to print a record within the module.
   • Actions:
     • Allows users to use the Actions menu from each module.
   • Barcode Actions:
     • Gives users access and rights to use the MVP Mobile CMMS (if applicable).
   • Widgets:
     • Allows users within the role access to certain widgets.
   • Fields:
     • Per Role, shows which fields are Required, Normal, Read-only, or Hidden. The following modules have field-level security:
       • Assets
       • Parts
       • Purchase Requests
       • Purchase Orders
       • Work Requests
       • Work Orders
   • Custom Fields
     • If any Custom Fields have been created they will appear under this section.
   • Dropdowns:
     • Provides access to options within the Receive To drop-down on PRs/POs.
5. Select Save.

 

 

 

Creating a Role