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This document will demonstrate how to enable Administrators to manage roles details, permissions, and assigning roles to users from the System Setup.

How to Access System Permissions

  1. Click on the 

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  1. Apps.

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Select Security from the setup menu

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  2. Click on Modify

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  3. Click on

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  1. App Settings

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Creating a New Role
4. Select App Builder from the Application Administration Menu and Select Add to create a new Role

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  2. Select ‘Share’ tab and click 'Add'

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  1. Enter the role title.

  2. Select the required priveledges to be shared with users.

  3. Click 'Next' to navigate to the second step of selecting recipients.

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  1. In the 'Shared With' tab, a combination of Location, Level, Users, Roles and Groups can be selected as recipients

  2. Click Save once all changes are done.

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