To manage security roles, navigate to Setup > Security > Roles.

MAXMONEY comes with a few standard roles to get you started. You can add new roles or modify existing ones to customize security levels for your specific business needs.

From this screen, you can:

• Add a New Role: Click the Add a New Role button. You'll need to request the group setup administrator to finalize the addition of a new role.

• Edit an Existing Role: To modify an existing role, click the Edit Role button.

• Print Role List: Click the Print button to generate a list of all roles.

Role Overview

The following details are displayed for each role:

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

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

To return to the previous screen, click Back.