Setting Up Functional Rights for a Role

You can assign functional rights to a role if you selected Staff acting in this role should inherit rights specific to the role from the Role Profile > General window.

Only rights recognized when staff act in roles display. Administrative rights that are not related to roles are hidden.

The rights defined with the role are applied when the staff are assigned to the role and are working on the project where the role is assigned.

Note: When a staff is assigned a role, they receive the highest of their combination of security rights (including those assigned in their staff profile and any other security groups they may be assigned to). A staff cannot perform a function if the functional right for the staff is undefined. If a functional right is selected as Never allow in a security group where the staff is assigned, it overrides the right being granted in any security groups or roles.

To set up functional rights for a role, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Roles under Security.
2. Do one of the following:
3. Add a role.
4. Click New > Role on the Home tab of the ribbon or right-click the grid and select New > Role from the menu to create a role.
5. Copy an existing role.
6. Do one of the following to create a role with settings from an existing role:
   • Select an item in the grid and click Copy in the Create group on the Home tab.
   • Right-click an item in the grid and select Copy from the menu.
7. The role profile displays with all information from the originating role, except for the name and description.
8. Edit an existing role.
9. Do one of the following to display the role profile for review or editing purposes:
   • Select an item in the grid and click Open in the Edit group on the Home tab.
   • Right-click an item in the grid and select an option from the Open sub-menu.
3. Select Staff acting in this role should inherit rights that are specific to the role on the General tab.
4. Click Functional rights on the navigation panel.

Note: This option does not display on the navigation panel until you select Staff acting in this role should inherit rights that are specific to the role.

5. Select the appropriate option for each product in the grid. Explain the components of the window.

Component	Description
{name of work product}	Displays a tab with the name of each product licensed by the firm. When a tab is selected, the list area in each column refreshes to show the rights for the selected tab.
Module/Function Description	Includes the names of the modules and their functions for the selected product. For some product modules, the functions are broken down into multiple levels of subordinate functions. For information on each function, see Role Functional Rights Explained.
Add	Roles cannot have Add rights assigned. These must be added at the security group.
Edit/Perform	Specifies whether the staff acting in the role will be able to edit a record or perform a function. Note: Selecting Grant for the Edit/Perform column displays this value in the View column and cannot be edited.
View	Specifies whether the staff acting in the role will be able to view the data specified by the function description, for example, the right to view client profiles. Note: Selecting Grant in the Add or Edit/Perform columns displays this value in the View column and cannot be edited.
Delete	Specifies whether the staff inheriting the rights of the role will be able to Delete the data specified by the function description, for example, the right to delete client profiles.
Grant All	Changes all rights in the selected product to Grant.
Clear All	Changes all rights in the selected product to N/A.

6. Click one of the Save buttons or Cancel.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.