Role Name*

Provide a name.

Description

Provide a relevant description.

Permissions* (Checkbox Matrix)

Select the relevant checkbox to provide various levels of permission to access different modules.

You can provide complete access, view, edit, add, or delete permission for different modules namely Assets, Purchase Order, Purchase Request, Contracts, and Reports.

Advanced Permissions

Use this to provide access to specific things within a module instead of the whole module. For example, you can allow a user to add only products and not vendors in Assets.

Radio button: Allow technician to view

Choose an option to define access to sites. You can choose All or All in associated sites.