Data Access Role - Main

Select Admin > Security > Data Access Role to define the users who belong to a data access role.

Description of Page

Enter a unique Data Access Role code and Description for the data access role.

The scroll area contains the Users who belong to this role. A user's data access roles play a part in determining the accounts (or other objects) whose data they can access.

To add additional users to this data access role, press the add button and specify the following:

  • Enter the User ID. Keep in mind that when you add a User to a Data Access Role, you are granting this user access to all of the accounts (or other objects) linked to the data access role's access groups.
  • Use Expiration Date to define when the user's membership in this data access role expires.
Note: Also maintained on the user page. You can also use User - Access Security to maintain a user's membership in data access roles.