Application security role administration

Every staff member must belong to one Application security role.  This can be done either via the Client Screen > Staff tab, or via the Application security role screen.

Via the Client screen > Staff tab

1. Open the client screen for the staff member you wish to administer
2. Click on the Staff tab
3. Select the appropriate Application Security Role from the drop-down box
4. Click Apply/OK

Via the Application Security Role screen

1. Open the Application Security Role screen by using the Administration menu > Application Security Roles toolbar button
2. Use the search screen to find the Application Security Role you require
3. Click on the Add button
4. Use the Client search screen to find the staff member, and click Select
5. Click Apply/OK on the Application Security Role screen

See also

Job Security Roles

Skillgroups