Working with Roles

Schedule has two pre-defined roles that cannot be disabled, Administrator and Dispatcher. You can create additional roles for your users, but a user can only be assigned to one role.
The User Roles window has three sections.

• Roles
  Displays the user roles. You can use the filter fields to narrow the listing of roles by entering a few letters for the role and/or description. This section also contains the New Role and Copy Role buttons.
• Role Detail
  This section is used to create and/or disable a role.
• Role Permissions
  You can assign view/edit/delete permissions for the areas listed.

Creating a new role

1. In Schedule, choose the menu 

   

    icon in the top left corner next to Scheduling.
2. Choose Administration.
3. Choose the User Roles tab.
4. In the Roles section, choose New Role.

5. In the Role Detail section, enter the Role and Description. 

   

   To disable a role, mark the Disabled checkbox.

6. Choose Save. The role displays in the Roles section.

Assigning permissions to a role

1. With the created role highlighted, in the Role Permissions section you can choose the Role Permissions.
2. Mark or unmark the View, Edit, or Delete columns for the listed areas.
3. Choose the Save icon.

Assigning user roles

A user is limited to one role, although one role may be assigned to more than one user.

1. In Schedule, choose the menu 

   

    icon in the top left corner next to Scheduling.
2. Choose Administration.
3. Choose the User Detail tab.

4. In the Users section, choose the user. 

5. In the User Roles section, choose Assign Role.
6. In the Available Roles window, mark the Role checkbox.
7. Choose Assign Role.

Deleting roles

A role can only be deleted if it is not assigned to users.

1. In Schedule, choose the menu 

   

    icon in the top left corner next to Scheduling.
2. Choose Administration.
3. Choose the User Detail tab.
4. In the Users section, choose the user.
5. In the User Roles section, choose Assign Role.
6. In the Available Roles window, right-click on the role and then choose Delete.