Add Roles

Required system privilege: View/Add/Edit/Delete Roles.
  1. In Reporting and Analytics, click the side navigation menu, click Administration, click Roles, and then click Add Role.
  2. Enter the name of the role and click Add.
  3. Click the Role Administration field and select roles that the current role can administer or configure.
  4. Information will automatically populate in the other fields including:
    • Status: the default setting is Active.

    • Record Return Maximum: the default setting is Standard. This option refers to the maximum number of records that can be retrieved on reports.

    • Labor Management: this view appears for Labor Management users and is deselected by default.

    • InMotion Mobile: determines whether users can log into and view data in the app

  5. Click Save and Close or Save.