Add New Access Roles

Use User Access Rights in the Advanced Tools submodule in the Settings module to add new access roles.

To use User Access Rights in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new access role:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new access role.
3. In the left pane of the Settings page, click Advanced Tools > User Access Rights.
4. Click the User Access Setup tab and click Add a New Access Role .
5. In the Add a New Access Role dialog box, enter a name for the access role that you want to add, and use the corresponding drop-down lists to select either the applicable type or the applicable copy from option.
6. To identify the access role as API-Only, select the Api Only check box.
7. Click OK.