xTuple ERP Reference Guide

Enter a name for the user role. For example, you might name a role according to a specific functional area (e.g., sales, purchasing, etc.).

Enter a brief description to describe the user role.

Select an individual module to assign privileges for that module. Assign privileges to the user role on a module-by-module basis. Select one module, assign the appropriate privileges, and then repeat for each subsequent module users in the role will need access to. All application modules are included in the list.

Select appropriate privileges from the list of available privileges. Descriptions of each privilege will be shown. The privileges listed in this column represent the full range of privileges available for the specified module. The list of available privileges will change as different modules are specified. To grant privileges to a user role, highlight an available privilege and then click the ADD button. The highlighted privilege will be added to the user role's list of granted privileges. Double-clicking on a privilege will also move it to the Granted Privileges column. You can grant all privileges for a specified module by clicking on the ADD ALL button.

Displays granted privileges for the specified user role. To remove a user role's granted privileges for a specified module, highlight a granted privilege and then click the REVOKE button. The highlighted privilege will be removed from the user role's list of granted privileges. Double-clicking on a privilege will also remove it from the Granted Privileges column. You can remove all granted privileges for a specified module by clicking on the REVOKE ALL button.

Highlight a specific privilege in the Available Privileges column, then select this button to transfer the privilege to the Granted Privileges column. Double-clicking on an available privilege will also transfer it to the Granted Privileges column.

Select this button to automatically transfer all available privileges to the Granted Privileges column.

Highlight a specific privilege in the Granted Privileges column, then select this button to remove the privilege from the Granted Privileges column. Double-clicking on a granted privilege will also remove it from the Granted Privileges column.

Select this button to automatically remove all granted privileges from the Granted Privileges column.