Roles

In QuickEasy BOSEnterprise you are able to create Roles within your Company that Users can be linked to. The Role Setups allows you to determine how the application responds to certain Roles and what they have access to within the database. The Role functionality provides security and clarity where only the specific User Roles has access to functionality relating to their purpose.

Roles Setup

The Roles setup is a central place where you can add Roles, link Users to Roles and add specific Settings to the selected Role that differs from the default General and User Settings.

Navigation

Main Menu > Setup > Settings > Roles tab

The Roles Setups interface consists out of three main categories:

Roles (see below)
User Roles
Role Settings

1. Roles

This field allows you to create Roles for your Company. To create a new Role, simply click on the Add button.

a. Name - Enter the Role's name here. These names are specific to your Company, e.g., Manager, Production Lathe, Production Mill, Sales, etc.

b. Ellipsis - Clicking on the ellipsis will provide the following additional functionality:

Copy Role - This will copy the selected Role.
Delete Role - This will delete the selected Role.
Set Transaction 'Access Allowed' - This opens a sub-menu with Access options. Selecting an Access option will apply it to all the Transaction Types. You are able to select; Full Access, Edit & Delete, Edit - All, Edit - Rep only, Edit - User only, View - All, View - Rep Only and Access Denied.

2. User Roles

This field allows you to link Users to their Roles. To add a User Role simply click on the Add button.

a. User - This allows you to select a specific User. Clicking on the arrow will open a drop-down list providing the Code names of all the Users entered in the database.

b. Role - Select the Role the User will be linked to. This drop-down list will populate with all the Roles created in the database.

c. X - This allows you to delete the User Role.

Note

If you've created a User or Role and it does not appear in the drop-down lists, simply restart the application.
Users should only be linked to one Role. If a User is linked to multiple Roles, the warnings in the screenshot below will appear. Users linked to duplicate Roles are also listed in the Standard Exceptions Report.

3. Roles Settings

This field allows you to add Role specific Settings additional to the General and User Settings.

a. Group - This shows the Setting Group the Setting applies to.

b. Role - This shows the Role a Setting is linked to, i.e., a Setting linked to the Manager Role will only affect Users linked to the Manager Role.

c. Module - This shows the Module the Setting will affect.

e. Value - This Value field is where you will select the Setting's parameters.

f. Updated - This field Audits any changes made to the Settings, showing who updated the Setting and when.

g. Add/Update - This button allows you to add new Settings or Update existing Settings. Clicking on the Add/Update button will open an Add/Update Settings window. See image below:

The Group (a), Role (b), Module (c) and Settings (D) fields selected in the Add/Update Settings window will automatically populate/update the fields in the Role Settings data grid.

For example, if you want to add a Role Setting to the Manager Role that will allow Users with the Manager Role to access Reports Setup, you will select all the desired fields in the Add/Update Settings window and click Add/Update to add the Role Setting. See image below:

Once you've added the new Role Setting and rebuilt the Trial Balance, you'll see the newly created Role Setting listed in the Role Settings data grid. Now you are able to complete the Value field and the Role Setting will apply to all Manager Role Users. See image below:

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