Creating Roles

For essentials on users and roles, see: User Roles.

Administrators can create custom roles allowing users access only to certain areas of the system. Chapter roles can also be configured to allow chapter staff to manage information specific to their chapter(s).

Example: An association has several staff users who should be able to see and query on customer data via the Customers App, but they should not be able to see any other applications in the system such as accounting information, product setup, administrator options, etc. A custom role called "CRM Level 1" is created by their Impexium administrator, allowing access only to the Customers App > Individuals feature, the Customers App > Organizations feature, and the Customers App > Queries feature. Users with this role can only see the Customers App and those three options under it.

To create a new role:

1. Navigate to the Users App.

2. Click the Roles feature.

3. Click Add Role .

   1. Enter the role Name.

   2. Enter a role Description (if desired).

   3. Click Save.

Tip: Once a role is created, security permissions must be applied to it. See: Assigning Security Permissions to User Roles.

Creating Chapter Roles

While default chapter roles are available, users with access can also create new chapter roles to impart access to specific chapter settings.

Note: This configuration type typically applies to associations using the enhanced chapter system configuration, who want to allow enhanced system access for their chapter leaders and staff.

1. Follow steps 1-3a, described above, to begin creating the role.

2. Click the Chapter Role check box. The Related Chapter quick look-up field will appear.

3. In the Related Chapter field, begin typing the name of the chapter to associate with the role. Multiple chapters can be added. To delete a chapter, click the "x" icon next to the chapter name.

   To add all chapters, click the Select All check box.

4. Click Save.