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Roles are assigned one or more role groups to determine the permissions that a role is granted. Once roles are set up they can be assigned to users in order to impart the needed permissions to that user. In this example we will create a role called “Billing” ‘Billing’ that will use the permissions we set for the “BillingGroup” ‘BillingGroup’ Role Group in the Role Group Configuration Example.

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• Role Group Configuration Example must be completed in order to assign permissions to roles.

Process

1. Log into your Logisense LogiSense Billing application

2. Click on the “Setup” Setup menu then “Users Users & Accounts” Accounts

   

3. Click on “Users” Users

   

4. Click on “Roles” Roles

   

5. Perform the following steps to create a new role and assign it to the “BillingGroup” ‘BillingGroup’ Role Group

   1. Click the “+” Under the Roles section click the icon to bring up the “Add Role” load the Add Role screen

   2. Enter “Billing” 'Billing' as the “Name” Name

   3. Click the drop down arrow to show the “Role Groups” Role Groups

   4. Select “BillingGroup”‘BillingGroup’ from the list

   5. Click on the “+ Add” Add button

   6. Click on the “Save” Save button
      

      

Next Steps

User Configuration Process

Related Guides

<<documentation team task: link to API guide which covers the same config process>>

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• Configuring system users: User Configuration Example