Setting up roles

Learning Resource: Security and Setup Functional Guide

To set up roles

1. From the > Setup menu, click Company > Roles.

2. Ajera automatically contains these default roles: Administrator, Project Managers, Principal, Employee, Marketing, and Entry Clerks.

You can view or change options for a role, as needed.

3. Click the New button.
4. Set up general security.
5. Set up dashboard Designer access.
6. Set up company security.
7. Set up security for other setup tasks.
8. Set up security for Manage menu tasks.
9. Set up security for projects.
10. Set up security for reports.
11. Set up security for inquiries.
12. Click the Attachments tab, and add attachments, by linking to any files related to the role. A linked file must be in a shared location for other people to open it (for example, on a shared network or a website).
13. Click the Notes tab, and type any notes or comments about this role.
14. Click Save.
15. Repeat these instructions to add additional roles.
16. Click Close.