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You can use the roles provided with eCredit, modify
the roles to fit your work flow, or create roles if needed. You can create
access roles or business roles.
To create user roles:
Select Admin.
The Admin Home Page appears. From the System
Administration tab, select Role Maintenance.
The Role Maintenance screen displays all existing user roles.
Click Add.
The Role Details screen appears. By default, the Access category is
selected. In the Core
Attributes section, select either Access or Business from the Category
list, and enter a name and description for the role.
The screen refreshes to display the fields for the category you select.
In the Capability
Assignments section, select the capabilities that you want to be available
to users assigned to this role.
Notes:
To view capabilities
by module, select the module from the Application Modules list. To select all
capabilities, select Check All. To clear all selections, click Clear All. For the Reports
module, you are able to select the capability to generate individual reports.
Click Save.
You can now add users and assign them to the role you
have created. How?
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