Changes for page Role Creation

Last modified by karimpirani on 2014/07/03 14:26
From version Icon 4.1 Icon
edited by sghareeb
on 2014/06/13 16:38
Change comment: Upload new image Admin - Add Role - required field.png
To version Icon 7.1 Icon
edited by sghareeb
on 2014/06/13 17:19
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Content
... ... @@ -16,15 +16,29 @@
16 16  1.2 Below the roles list are controls to allow you to navigate to different pages of the client list, as well as refresh the list.
17 17  
18 18  
19 -I1
19 +The first screenshot shows how to add a new role.
20 20  
21 21  
22 -2. To add a new role, click the "+" icon above the role list area.
22 +[[image:Admin - Add Role - required field.png||width="100%"]]
23 23  
24 +Then the Permissions need to be assigned to each Role.
24 24  
25 -I2
26 +(% style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);" %)The screenshot below shows the the Clinician Role and some examples of possible assigned permissions.
26 26  
28 +[[image:Admin - Add Role - Clinician.png||width="100%"]]
27 27  
30 +
31 +Here is another example below with a Supervisor. Notice the different Assigned Permissions.
32 +
33 +[[image:Admin - Add Role - Super.png||width="100%"]]
34 +
35 +
36 +2. To add a new role, click the person with the "+" icon above the role list area.
37 +
38 +
39 +I2, fix an image for this.
40 +
41 +
28 28  3. The system will display a new role data entry area. Enter identifying information for this role:
29 29  
30 30  3.1 Name - use a term that reflects actual usage in your organization - caseworker, assessor
... ... @@ -41,7 +41,7 @@
41 41  
42 42  
43 43  
44 -4. Associate functional permissions for this role using the Assigned Permissions area. [[What are functional permissions?>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/assignable@20permission@20list.html]]
58 +4. Associate functional permissions for this role using the Assigned Permissions area. [[What are functional permissions>>doc:Functional Permissions]]? [[What are functional permissions?>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/assignable@20permission@20list.html]]
45 45  
46 46  4.1 Click on the checkboxes corresponding to the permissions for this role
47 47  
... ... @@ -58,4 +58,3 @@
58 58  
59 59  
60 60  Return to the Previous Page
61 -