Security Roles

Define role-based access controls that determine what each position in your organization can view, create, modify, or delete across the entire system.

Key Capabilities

• Role Templates

  Pre-configured role templates for common positions that can be customized for your organization.

• Menu Access Control

  Define which menu items and screens are visible to each role.

• Function Permissions

  Granular control over create, read, update, and delete permissions for every function.

• Report Access

  Control which reports and dashboards are available to each role.

• Role Hierarchy

  Create role hierarchies where higher-level roles inherit permissions from lower levels.

• Role Assignment

  Assign users to one or more roles with combined permissions applied automatically.