Configuring Roles

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” that will use the permissions we set for the “BillingGroup” Role Group in Configuring Role Groups.

For additional details on the fields presented on this screen see the Configure Roles guide.

Prerequisites

• Configuring Role Groups must be completed in order to assign permissions to roles.

Process

1. Log into your Logisense Billing application

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

   

3. Click on “Users”
   

   

4. Click on “Roles”
   

   

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

   1. Click the “+” icon to bring up the “Add Role” screen

   2. Enter “Billing” as the “Name”

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

   4. Select “BillingGroup”

   5. Click on the “+ Add” button

   6. Click on the “Save” button
      

      

Next Steps

Configuring Users

Related Guides

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

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