Create a new Role

 

 

A Role applies to the function selected and any function above that one in the list for the same permission area. For example: the Function of Calendar – This Departments Calendars; the Role of Sales Coordinator has permission to Add, meaning that any Staff with the Role of Sales Coordinator has permission to Add appointments in their own Calendar and for all Calendars within their own department but not for the entire Agency or that of any Sister Agencies.

Real Estate Manager has a default set of Roles. See: Default Security - Roles and Permissions, however you may create and manage your own set of roles. Should you create a new role, you may then assign the relevant permissions associated with this role. In some instances you may also want to use an existing role’s permission as a start and then modify those permissions to design your own unique permission for the new role. For example, you may wish a new role for “Receptionist”, instead of selecting the permission individually for this new role, you may choose to use the existing “Sales Coordinator’s” permissions as a base & then add/deny permissions accordingly so that it is only applicable to the new role of Receptionist.

 

Note: Only a user with the Office Administrator role attached can Create New Roles.

 

1.       Click on the Administration Menu/Function button.
 

2.       Under the Staff Settings, click on the Roles option.
 

3.       Click on New.
 

4.       Enter the description of the new Role in the Name field.
 

5.       If you are defining all permissions for this new Role, select the relevant area in the left hand

column, e.g.: Calendar, then click the relevant permission for that area and repeat for all applicable sections. Alternatively refer to Reset Permissions below to use the existing permissions within the database as a standard and then modify accordingly to suit the new Role.
 

1.       Follow steps 1 to 4 above.
 

2.       Click on Reset Permissions…

3.       Select the An existing roles permissions Option Button
 

4.       Select the existing role from the Drop Down List.

The existing Roles in order of lowest to highest security are:

Sales Person                

Sales Coordinator         

Office Administrator 
      

5.       Click on the OK button.
 

6.       The new role will now display all the default permission, edit these permissions as necessary by

selecting/deselecting the relevant .
 

7.       Click on Save and Close to save the information entered, alternatively click on the X at the

top right corner of the screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.