While a Username and Password will grant an employee access to the MoversSuite Administration - web, users will need to be assigned User Roles in order to actually make changes within administration. User Roles are defined within the MoversSuite Administration - web > User Setup > Personnel > Roles setup area.
Important: Employees must have a User Setup (user access) record established in order to effectively use Roles. See Setting User Name and Password for more information.
Assigning Roles to Personnel
1. Access the MoversSuite Administration - web,
2. Select the User Setup > Personnel setup,
3. Select the Employee from the list of available personnel, or press New to define a new user record,
4. Open the Roles tab,
5. Press the Edit button,
6. Select items from the Available Roles using the mouse. Refer to the Available Administrative User Roles section for information on the available roles,
To select more than one entry at a time: Hold down the CTRL button and use the mouse to click on desired selections.
To select a range of roles: Select the first record in the range and hold the SHIFT key down and select the last record in the range. One can also click and scroll over the all desired entries, in order to select a range.
7.
Press the Add (
)
button to move the selected role(s) to the list of Mapped Roles and press the
Remove (
) button to put
selected item(s) back into the Available Roles category. Note:
Inactive buttons appear grayed-out and indicate that the User Setup
information has not been established for the employee.
Important: When making role assignments for a specific tab under Equipment or Personnel, be sure to assign the first screen within the section to the user, otherwise the user will not be able to access the tab. See the Available Administrative User Roles section for more information.
Figure 22: Successfully mapped user roles
8. Press Save to keep the changes made to the user’s roles,
9. Repeat Steps 3 through 8 to update the roles for other users.
When the setup is complete, the employee should be able to log into the MoversSuite Administration - web and access the areas specified within the Mapped Roles section of their Personnel profile.
Available Administrative User Roles