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.
     • Create API Key - If this setting is enabled, it will allow a User to create an API Key under My Profile. This key can than be used to authenticate integration with MVP One.  
     • API Security - This dropdown will determine what level of API Access is granted to a User. Please note that this feature is currently non functional, but will apply to all user roles in future MVP One versions. We recommend updating the roles of all users accessing APIs, in order to ensure that they do not lose access. 
       • None: This user has no access to APIs.
       • Reporting Only: This user has access to reporting APIs only.
       • All APIs - Read Only: This user has access to All APIs, but with Read Only restrictions. 
       • All APIs - Full Access: This user has full access to All APIs with no restrictions. 
     • 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

 

 

 

 

Please note that a site's MVP One licensing tier must be Premium, Elite, or Enterprise in order to have access to Role creation.