Roles Security Settings (Desktop)

Security roles define each user's access rights and determine what actions the user can perform. DPS identifies a user's security role when the user logs in. Each user must be assigned to one role.

You can assign multiple users to the same role, which is useful when you want to group employees with the same access rights.

You can establish a separate role for each business unit in your organization. For example, a "marketing" role restricts a user's access to only those features that relate to marketing.

Related Topics:

  • Evaluate Predefined Roles
    DPS provides a small set of predefined security roles that are available when you begin using the product.
  • How to Set Up Access Rights
    You can restrict access to things such as merge templates, reports, and saved settings for reports. To do this, you specify access rights by security role.
  • How to Assign Users to Roles
    After you create a security role, you can modify it, and assign users to it.
  • Fields and Options
    Use the Roles form and related dialog boxes to create security roles, assign users to those roles, and specify access rights.
  • Learn More About...
    Review examples of security roles and things to consider if you're using multiple companies.
  • Reports
    You can print a report to review security roles and access rights.
  • How Security is Applied in the Browser
    Your system administrator can grant or restrict user access to applications, forms, and records in DPS.
Parent Topic: Security Settings