Add/Edit Roles

  1. Open eGenuity software

  2. Select System Maintenance from top panel menu

  3. Select Employees/Security from left panel menu

  4. Click on Roles icon

Add a Role

1. Select Add (F4)

2. Complete the following fields:

a. Name: Enter the desired name for the role

b. Description: Enter a brief description for the role

c. Is Enabled?: Select to enable the role

d. Rank: Enter the rank for the role. 1=Highest Rank

e. Select options desired on each separate tab

f. Save (F5)

 

 

Edit a Role

1. Double-click desired role to enable editing

2. Make desired changes to role on each separate tab

3. Save (F5)