Assign Features to Roles

Features are made up of the screens, sections/tabs, actions and fields related to large areas of functionality in the software. You can use features to hide what users should not see by removing the feature(s) from the role.

When you add a new role, all the active features are automatically assigned to the role so the role has access to everything. You can then remove any of the features you do not want the role to access.

For example, your Sales Department needs access to Customer Relationship Management to manage their accounts but does not manage any accounts receivable tasks like adding payments and invoicing. You can assign the Customer Relationship Management feature to your Sales Department role to give them access to account and contact functionality. You can not assign them to the Accounts Receivable feature so they do not have access to payment and invoicing functionality. 

To assign features to a role:

  1. Click the Roles link from the Main Menu. The Roles page opens.
  2. Select the role to assign the features to.
  3. Right-click and select Edit. The Edit Role window opens.
  4. Select the Features tab.
  5. Click the Manage button. The Add Feature to Role window opens.
  6. Select the feature(s) to assign to the role in the Available panel. Use Ctrl+Click or Shift+Click to select multiple features.
  7. Click the single right arrow button to move the selected feature(s) to the Selected panel.
  8. Click OK. You return to the Edit Role window.
  9. Click OK.

To remove features from a role:

  1. Click the Roles link from the Main Menu. The Roles page opens.
  2. Select the role to remove the features from.
  3. Right-click and select Edit. The Edit Role window opens.
  4. Select the Features tab.
  5. Click the Manage button. The Add Feature to Role window opens.
  6. Select the feature(s) to remove from the role in the Selected panel. Use Ctrl+Click or Shift+Click to select multiple features.
  7. Click the single left arrow button to move the selected feature(s) to the Available panel.
  8. Click OK. You return to the Edit Role screen.
  9. Click OK.

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Comments

4 comments

Date Votes
  • Alex Calderhead

    If a feature is added to a role, are all of the role actions associated with that feature implictly granted? For example, if the feature 'General (Purchasing)' is added, will all the roles actions such as 'Add Purchase Order', 'Approve', 'Reject', etc. be granted?

    0 upvotes

  • Maggie U.

    Hi Alex,

    Yes, when a feature is added to a role, any actions associated with that feature are implicitly granted. You have to select the action and deny it for it to not be available.

    Thanks,
    Maggie

    0 upvotes

  • Graeme Magowan

    Hi,
    How do I find out what actions / screens etc. are included in each feature? 
    It adds a level of uncertainty when adding a feature to a role since I don't know exactly what I am giving them.

    Thanks

    2 upvotes

  • Sara Noonan

    Hi Graeme - you can go to Element mapping and choose Feature from the dropdown. That should show you all options that are available on that feature. 

    1 upvotes

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