Create a New Role

Roles

A role is a task or a group of tasks that is generally done by an individual or a group of persons. Ideally the most common question when defining the roles would be 'What is your role in the organization?'. When creating roles, you can specify the access rights for individual modules in the System.

Screen Navigation: Home - Administration - Roles

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Creating a New Role in the System

To create a new role:

1. From the HR Manager main menu, click Roles under the Home - Administration sub menu.

2. The Roles screen will be displayed. To create a new Role, click New. The Role's Details screen will be displayed:

Field	Description
ID	Enter an ID to represent this new role. For example, enter 'ADMIN' to indicate that this is an 'Administrator' role.
Description	Enter a description of the role. For example if you had entered 'ADMIN' as the ID, now enter 'Administrator' as the description.
Type	Use the drop-down function to select whether this role is a Vessel & Office, Office, Vessel or Crew based role.

3. Click the Privileges tab to assign modules and access to each sub module for this role:

Field	Description
Grant All	Click this button to grant full access for this role to all modules.
Revoke All	Click this button to revoke all the access rights granted.
Copy From Other Role	Click this button to copy access rights that have been defined for other roles. The Roles List window will be displayed. Select the role from which you want to copy and click OK. Access rights defined for that role will now be copied to the current role.

Guidelines:

Field	Description
Delete	Selecting this permission gives the user access rights to delete a particular record in a selected module.
Insert	Selecting this permission gives the user access rights to create new records in a selected module.
Edit	Selecting this permission gives the user access rights to edit a particular record in a selected module.
Read	Selecting this permission gives the user access rights to view a particular record in a selected module.
Yes	Selecting this permission gives users access to a certain feature or module that is otherwise restricted.
Office	If the Type column only displays 'Office', then it can only be viewed by the staff at the office site.
Vessel	If the Type column only displays 'Vessel', then it can only be viewed by the crew onboard the vessel.
Vessel and Office	If the Type column displays 'Vessel & Office', then this allows access to both the staff at the office site and crew onboard the vessel.

4. Click the Users tab to assign users to this role. Click the '+' icon. Make your selection from the Users List window that is displayed. Click the user/s that you want to assign to this role and close the window by clicking OK. The selected users will now be displayed under the Users tab. To remove a particular user, select it and then click the '-' icon.

5. Click Save to complete the creation of this new role.

Searching for a Role

To search for a role:

1. From the HR Manager main menu, click Roles under the Home - Administration sub menu.

2. The Roles screen will be displayed. All previously created roles will be displayed in this list. Enter your search criteria in any of the filter fields provided in the first row of each column and press 'Enter' on your keyboard to retrieve a listing of roles based on your criteria.

3. A list of roles created in the system that match your criteria will be displayed. Click a role to view its details on the Role's Details screen.

Editing a Role

To edit a role:

1. From the HR Manager main menu, click Roles under the Home - Administration sub menu.

3. The list of roles created in the system that match your criteria will be displayed. Click a role to view its details on the Role's Details screen.

4. Update the details of the role as required. However, please note that you will not be allowed to edit the role ID.

5. Click Save to save the changes you have made.

Deleting a Role

To delete an existing role:

1. From the HR Manager main menu, click Roles under the Home- Administration sub menu.

3. The list of roles created in the system that match your criteria will be displayed. Highlight the role that you want to delete.

4. Click Delete at the top of the screen. Confirm your intention to delete the role. The role will then no longer be listed in the table.

Note: Alternatively, you can click a role that you want to delete and view its details on the Role's Details screen. Click Delete at the top of the screen and confirm your intention to delete the role.