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Roles Managing Organizational Roles Choose and Set Roles Throughout the Organization  1. Add, Edit or delete role groups as needed throughout your enterprise. 2. Select the role group to work with. 3. Select the roles that can be selected by this role group. 4. Set the roles that can be assigned users when create other new users.

Setting Group Roles Adjust Roles Based on Location and Skill 

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1. The menu structure varies with each role group. Site Managers are responsible for much more, therefore they would have access to more menu lists. 2. In comparison, Site Users have a more limited range of menu lists due to their skill set. 3. Mobile Users primarily utilize the handheld devices and may only need to access a few menus based on their role.

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Choosing and Setting Roles  

Managing Organizational Roles