Create a Role

Overview

Instructions

1. Log in and navigate to Roles. Main Menu-> Administration-> Roles
2. On the filter page, click the Submit button to load the list view.
3. On the lower left hand, side click the  icon.
4. Select the scope that the Role will be used for with Assignable By.
5. Fill in the field that appears based on the chosen Role scope:
   1. Global: N/A
   2. System Group: System Group
   3. System: System
   4. Facility: Facility
   5. Occupancy: System and Occupancy
6. Select the Category of this Role (General or Life Safety).
7. You can also specify if the Role should be Apply by Default to the people created with the same Occupant.
8. Enter the name of the Role using the Name field.
9. You may also add a Description for easy administration of the Role.
10. Set the Permissions for this role.  Please read the Permissions article if you do not completely understand the impact of each choice.
    • You set the permission by left-clicking on the box to the left of the box(s) you want to select.
    • You can drill down into the sub-menus by clicking on the hollow triangle next to the option you want to drill into.
    • Key:  = Partial Permissions,  = Complete Permissions.
11. Create the Role by selecting the  button.