Setting Up Role General Information

Security Groups and Roles can be used to assign functional rights to staff within Practice. To permanently assign rights to staff, use Security Groups. Roles can then be used to assign project specific security rights that supplement Security Group settings.

If your firm licenses Workstream, Roles can be assigned to projects. When staff are assigned to a Role and working on that project, they have the rights associated with the Role in addition to any rights from their Security Groups.

Show me examples of roles

• Project Lead
• Preparer
• Signer
• Reviewer
• Interviewer
• Auditor
• Biller

To manage a role's general information, 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. Enter or edit the name for the role in the Role box. This name must be unique in the system.
4. Enter a description for the role, if preferred.
5. Select Staff acting in this role should inherit rights that are specific to the role if you want to indicate that rights are defined for this role. If you do not choose this option, you will not be able to open the Functional Rights page of the Role profile.
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.