• Back to previous page

Assigning user privileges

Edit an existing role

Choose this option if you want all users who have been assigned the same role to have the same Authorise Own Payment privileges.

• From the Administration menu select Manage Roles to display the Master and Customer Roles available
• From the list of roles displayed, select the Role you wish to edit
• If the Role is a Master Role then you must assign a new unique name. This will create a Customer Role using the Master Role as a starting point
• Select the Privileges drop-down list to choose the category of privilege you wish to view
• Select Save & Go to display a list of the privileges in the category chosen
• Click on the Select tick boxes to choose the privileges that you wish to apply to the role
• Once you have selected the required privileges click on Continue
• The Assign Accounts to Role screen allows you to assign accounts to a role where one or more of your selected privileges require that accounts are assigned to the role
• If more than one privilege requires assigned accounts then the accounts you choose will be applied to all of those privileges
• Click on the Select tick boxes to select the accounts you wish to include in the role (to select all of the accounts on the screen, click on the tick box in the column heading)
• Once you have selected the required accounts click on Continue
• Review and confirm the privileges you have applied to the new role in the Edit Role - Confirmation screen
• Click on Confirm Changes to confirm that you wish to edit the Customer Role with the privileges and accounts you have selected
• If you have set up dual administration for editing roles, a second user will need to approve the amendments before the role will be updated

Create a new customer role

Choose this option if you want users who have been assigned the same role to have different Authorise Own Payment privileges.

• From the Administration menu select Manage Roles to display the Master and Customer Roles available
• Select Create Role
• Enter a unique name for your new Customer Role and a description reminder (these fields are mandatory and must be completed)
• Select the Privileges drop-down list to choose the category of privilege you wish to view
• Select Save & Go to display a list of the privileges in the category chosen
• Click on the Select tick boxes to choose the privileges that you wish to apply to the role
• Once you have selected the required privileges click on Continue
• The Assign Accounts to Role screen allows you to assign accounts to a role where one or more of your selected privileges require that accounts are assigned to the role
• If more than one privilege requires assigned accounts then the accounts you choose will be applied to all of those privileges
• Click on the Select tick boxes to select the accounts you wish to include in the role (to select all of the accounts on the screen, click on the tick box in the column heading)
• Once you have selected the required accounts click on Continue
• Review and confirm the privileges you have applied to the new role in the Create Role - Confirmation screen
• Click on Confirm New Role to confirm that you wish to create the Customer Role with the privileges and accounts you have selected
• If you have set up dual administration for creating roles, a second user will need to approve the creation of the role before it will be performed
• Repeat the steps above if more new Customer Roles are required
• To assign the new Customer Role to a user, select Manage Users from the Administration menu
• Click on the User ID you wish to edit
• Select Edit Roles / Smartcard to edit the roles allocated to the user
• In the Edit User's Roles screen click on the Select tick boxes to choose the roles that you wish to apply to the user
• Select Continue
• On the User Confirmation screen, review and confirm the user you are editing
• Select Confirm Changes to add your newly created customer-defined roles to the user