Creating Roles

1. In Reporting and Analytics, click Admin, click Portal, click Roles, and then click Roles.
2. Click Add.
3. Type a unique name to identify the role in the system.
4. Optionally configure role privileges as described in the following table:

   Field	Description
   Enterprise User	Role members can view data. Role members cannot change data.
   Personalization	Role members can customize their myPage pages.
   Password Change	Role members can change their passwords.
   Guest	Role members have guest-level system access and cannot make changes.
   Active	Indicates the role is active. You cannot delete roles from the system. If you no longer need a role, clear the Active check box to deactivate the role.
   Market Segment	When your organization is set up, it is configured as one of the following market segment types: Table Service Restaurant (TSR) Quick Service Restaurant (QSR) Hotel Use the Market Segment drop-down list on the Role Administration page to override the organization-level setting for the role you are creating. For example, your organization-level setting is QSR because your organization contains all fast food restaurant locations. Your organization adds several locations that offer table service. You can configure roles for the new locations as TSR so you can view TSR dashboard data for the locations.
   Sys Admin	Assigns system administrator rights to role members.
   Role Access	Select the role access.
   Power Role	Role members can configure a report to show more than 5,000 rows of data.
   Enabled my2ndPage	Provides role members with a second myPage.
   Enabled my3rdPage	Provides role members with a third myPage.
   Info Distribution Administrator	Enables report mail for role members. Role members can schedule reports for email distribution.
   Change Info Distribution Preferences	Role members can change report mail created by other users.
   Can Be Assigned in HR Form	Members of the role can be used in HR forms.
   Restrict Access to inMotion	Role members do not have permission to log in to the InMotion Mobile application.
   Can Administer API Users	Role members have system rights to administer API user accounts. API user accounts enable you to integrate with Reporting and Analytics through APIs.
   Revenue Center Type	Select the revenue centers to which members of this role have access.
   OBI Subject Area Access	If your organization is enabled for hotel reporting, role members can work with analysis reports for the subject areas associated with the selected class.
   Add/Update OBI Subject Area Classes	If your organization is enabled for hotel reporting. role members can add or update subject area classes for analysis reports.
   Delete OBI Subject Area Classes	If your organization is enabled for hotel reporting, role members can delete subject area classes for analysis reports.

5. Click Save.