# Role

<figure><img src="/files/aX4Xd0XvF0TM8aBqtklu" alt=""><figcaption></figcaption></figure>

Role allows to create secured roles for the users. It grants security access to Menus, Table, Reports, etc. It determines which dashboards a user sees when they login into the application and which action they can perform.

To add a new Role, Select the Role under the System Administration in the App Tree (left-side panel), click on + Add New Role.

<figure><img src="/files/dh64aZUz7LF0pC36LHOY" alt=""><figcaption></figcaption></figure>

* Role Name: Enter the name of the Role. (Must be unique)
* Active: Allows to temporarily disable the user if left unchecked.
* Cancel: Discards the entered details and returns to the Role menu.
* Finish: Saves the entered details and creates a new role in Role menu.

**Review existing Roles in the Role Menu.**

**Click on the Role Name to edit the Role.**

<figure><img src="/files/wdYNVjTinc2qP6x1UWQE" alt=""><figcaption></figcaption></figure>

There are various categories to adjust security setting to certain roles. Once a category is selected, apply specific rights in the Privileges section.

Categories are:

1\. Admin: Sets full security access to System Administrator.

2\. Designer: Sets access to each of the Design Center tools (Menu, TableForm, Links, Triggers, Workflows, Reports, Templates & Application Help.

3\. Dashboard Access: Sets access to each selected Dashboard in the application.

4\. Table Access: Sets security access to any Table within the application. These settings govern which TableForm a user sees on the dashboard when they login and what functions they can perform. Additionally, Table can be displayed using a filter to select a menu in the top.

5\. Report Access: sets access to Reports within the application. These settings govern which Reports a user sees on the dashboard when they login.

6\. Other: gives optional access to:

* MyDash - Allow user to make custom dashboard.
* Unlock Record privilege - Allows user to unlock previously locked records.

Privileges are:

* Assign All Roles: gives full access to all the objects listed in the category.
* All: User can create, read, update, or delete Table records (or) access to design center/ admin toolsets
* Create: User can create new Table records. Auto applies R.
* Read: User can read Table records and not able to create or edit Table records.
* Update: User can edit an existing Table record. Auto applies R.
* Delete: User can delete an existing Table record. Auto applies U & R.

In the footer, there are few options:

* Delete: Allows to discard the Role permanently.
* Cancel: Allows to discard all changes and return to previous state.
* Save: Save all changes.

Additionally, In the Role Menu

**Click on the edit icon below the Action to edit an existing Role Details (Name, Active).**

**Click on the delete icon below the Action to delete an existing Role.**


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