EditPurpose
To add, edit, or delete user roles in the FileitSuite database; can be done by Administrator only.
EditLocations Used
Administration
EditOverview
All users that have access to FileitSuite are assigned to a certain role. The role that a user has determines the kinds of access privileges he or she has in FileitSuite.
EditView Roles
To view a list of roles currently defined in the FileitSuite databse, make the menu selection
Administration⇒Roles from the navigation bar.
 Roles |
Initially, the display will list the default roles that are predefined for FileitSuite. Click on the ADD NEW ENTRY button to create a new role. Once created, the name and “number of users” information for the role will be displayed in the above Roles listing. You can click on a name in the list to edit that role’s information.
Several roles are already defined for FileitSuite :
Administrator – A user with this role has access to everything.
User – A user with this role can only view documents.
Processor – A user with this role can view and process documents.
Advanced – A user with this role can view and upload documents but does not have processing privileges.
EditAdd a New Role
To create a new role, click on the
ADD NEW ENTRY button on the Roles page.
 Add a new role |
1. Name - Enter the name of the role you are creating.
2. Description - Enter a description of what kinds of privileges a user assigned to this role will have in FileitSuite.
3. Click on the SAVE button to save the new role into FileitSuite. Click on the CANCEL button to discard the role.
EditEdit An Existing Role
1. Select a role to edit by clicking on its name on the Roles page.
2. Make the necessary changes.
3. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.
 Button selections during EDIT or DELETE |
EditDelete An Existing Role
1. Select a role to delete by clicking on its name on the Roles page.
2. Click on the DELETE button at the bottom of the page.
3. You will be asked to confirm you wish to delete the role; click on "OK".
4. The role will be removed from the FileitSuite database; it will no longer be seen on the Roles page.