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Summary

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.

For additional details on the fields presented on this the roles screen see the Configure Roles guideScreen screen help article.

Prerequisites

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

Process

1. Log into your Logisense the LogiSense Billing application

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

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3. Click on “Users” Users

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4. Click on “Roles”
   

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   Roles in the upper right

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5. Perform the following steps to create a new Billing 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. See the User Example guide for a sample user configuration