Use the Roles Setup page on the Administrator menu to create user Roles and assign access rights. Roles represent a template of access rights that you can then assign to various user types in the User Roles page. This is an efficient and accurate way to grant access rights to each Portal screen for each type of user instead of performing this task for each individual user.
NOTE It is recommended that you enable all the items and then remove those that don't make sense.
The screen is divided into sections; one for each user type (portal) such as SKYLINE User, Leasing, In-House Provider, and so forth. This summary display lists the upper-level tabs and whether they have access (if the check box is selected or not).
Click
the Edit shortcutnext
to each Role Name in order to expand the list of tabs and make changes.
Click Update at the bottom
of the form to save.
Use
the delete icon in the
far right section of the row to remove a Role.
Where available, use the Add New Record control to create a new item for this particular Role.
Navigate to the Portal for which you want to add a new role or modify and existing role, such as SKYLINE User, Tenant, or In-House Provider.
Click Add new record to display a list of all the Portal Tabs that this user type can potentially access.
NOTE The Tenant Portal, Owner Portal, and Vendor Provider Portal allow only one role type, which can be edited, but no new roles can be added.
If you are adding a new role, enter a User Role Name to describe the type of user, such as Owner or General Maintenance for example.
Scroll through the list of available tabs and screens to modify this role's access rights. The check box next to each tab/screen is selected by default to provide access to all tabs and screens.
Click Insert at the bottom of the list to add this new record to the list or Update if you are editing a current Role (or click Cancel to ignore the changes).
Proceed to the User Roles tab to assign this Role to individual Portal users.