Creating or Updating a Role: Configuration

Creating or Updating a Role: Configuration

Purpose

  1. To explain the Configuration Tab when you are creating or editing a role. 
  2. This is 1 of 4 articles related to the Roles. For further see the Related Articles. 
AlertNote: This new feature is expected to be released the first week of March. 

Related Articles 

Video 

Directions

1. Under General we can:
  1. Add the Name of the Role.
  2. Determine the Page Layout.
  3. Add a Description.



2. Security allows us to:
  1. Determine if the role will require Multi-factor Authentication upon Log-in.
  2. Require a Password on Sign-Out.
Info
NOTE: This is helpful for Apparatus devices as it prevents users from signing them out unnecessarily.




3. Under Pre-Plan Containers we can determine what preplan information the role will be able to access.


Under Pre-Plan Containers we can determine what preplan information the role will be able to access.

Warning
IMPORTANT: If you are done, click the Save button. If you intend to fill in more information, switch to that tab and then click Save. Clicking Save will take you out of the Role. 

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