Summary
Roles define the user access level allowed for viewing and editing ECM modules and reports. (ECM modules are the various areas in ECM that can be configured.) Each user is assigned a role in accordance with their job functions.
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Item | Description |
|---|---|
| Add Role | Click to launch the Add Role popup to add a role |
| Save Changes | Click to save changes |
| Cancel Changes | Click to discard changes |
| Search (text box) | Click in field to search information in the grid; numbers, letters and some characters accepted |
| Edit (pencil) | To edit an ECM role, click the edit icon (pencil) |
| Name | Name of role. Click in field to edit name in grid or click edit icon to open edit dialog.
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| Description | Description of role. Click in field to edit description in grid or click edit icon to open edit dialog. |
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- On the ECM Access tab, reports are listed in the Description column
- Selec Select the ECM reports that this role will be allowed to run
- Click the top checkbox to select all modules
- Click Save to save changes and close the window or Cancel to discard changes and close the window
- When the user logs in to ECM, they will only be able to view the reports that are set for their role
Examples:- If all reports are selected, the role can view all reports in ECM:
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