Use the following steps to create or edit a Requestor Role.

1. Select Administration.
2. Select Roles.
3. Click +New to create a role, or Edit to change an existing one.
4. Check the Requestor? box at the top of the role.
5. Edit the information for the following tabs
   • General:
     • 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.
   • Tabs:
     • Permits users within a given role to view certain tabs on a record per section.
   • Actions tab:
     • Allows users to use the Actions menu from each module.
   • Barcode Actions:
     • Requestors are not given permission to our Mobile Application.
   • 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
   • Dropdowns:
     • Provides access to options within the Receive To drop-down on PRs/POs.
6. Select the Save button once completed.