Add a Security Role

Adding a security role involves selecting all the necessary security functions users in the new security role will need in order to access the parts of PLL and PLL Admin to do their jobs. A complete description of the available security functions is available in Appendix 1: Security Functions.

PREREQUISITES:

  • The Security Roles security function and its associated sub-functions must be selected for the security role you belong to.

To add a new security role, follow these steps:

  1. Click Users & Organizations on the PLL Admin menu and select Security Roles.

  1. On the Security Roles panel, click Add record near the upper, right-hand corner.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. On the Add: Security Role panel, enter a Role Code and Description for the new security role.

  1. Assign or remove permissions for this security role by selecting or clearing the check boxes next to the applicable security functions.

  1. Click Save.

For a complete list of security functions and a description of each controls, please see Appendix 1: Security Functions.