To edit an existing security role, navigate to Setup > Security > Roles, then select Edit Role.

The Group Administrator uses roles to create and manage generic security "groups" or levels for users (employees). These roles define the specific permissions and access rights for different positions, such as Accountants, Consultants, or Branch Managers.

Roles include options for "Manage" and "View." Manage permissions allow a user to add, edit, and view information, while View permissions only allow a user to look at information. There are no delete options available for roles.

Role Settings

When editing a role, you can adjust the following settings:

• Description: Assign a descriptive name for the security group or level.

• Enabled: If this checkbox is not selected, users assigned to this role will be unable to access any system functions, meaning they won't have the necessary user rights to make changes.

• Session Timeout: Specify the duration (in minutes), for example, 10. If a user is inactive for this period, their session will automatically time out.

• Weekdays Time Start/End: Define the allowed working hours for weekdays. Users attempting to connect outside this range will receive an error, which will be logged in the User Login Audit report.

• Saturday Time Start/End: Define the allowed working hours for Saturdays.

• Sunday & Public Holiday Time Start/End: Define the allowed working hours for Sundays and public holidays.

Action Buttons

• Deselect All: This will unselect all permissions, meaning users assigned to this role will not have access to any functions.

• Select All: This option will select all available permissions, granting users assigned to this role access to every existing function.

• Save: Click this button to save all your changes to the database.

• Cancel: Click this button if you do not want to save any changes or new information.