To print a detailed list of your security roles, go to Setup > Security > Roles, and then click Print Role.

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

Each role has a session timeout setting. Roles also offer "Manage" and "View" options: Manage allows a user to add, edit, and view information, while View only allows them to look at the information. Note that there are no delete options available for roles.

Click the Print button to generate a comprehensive list of roles, including their detailed settings.

Report Details

The generated report will include the following columns:

• Description: The descriptive name assigned to the security group or level.

• Enabled: Indicates whether the role is active. If this checkbox is not selected, users with this security level will not be able to access the system's various functions, meaning they won't have the user rights to make changes.

• Session Timeout: The specified session timeout duration for the role, in minutes.

• Record User: The user who initially recorded the role.

• Record Date: The date the role was recorded.

• Record Time: The time the role was recorded.

• Update User: The user who last updated the role.

• Update Date: The date the role was last updated.

• Update Time: The time the role was last updated.

Additionally, for each security resource associated with the role, the report will display:

• Resource Group: The category of the resource (e.g., Client, Loan, Report).

• Access Area: The specific function or area within the resource group (e.g., "Address Detail" under "Client").

• Enabled: Indicates whether this specific access area is enabled for the role.

Report Options

• Back to Roles Setup: Click this button to return to the previous screen.

• Email Report: Click this button to email the generated report.