CHEM | Administrator Roles

ABOUT ADMINISTRATOR ROLESCREATING AN ADMINISTRATOR ROLEEDIT AN ADMINISTRATOR ROLEDEACTIVATE AN ADMINISTRATOR ROLEREACTIVATE AN ADMINISTRATOR ROLEREVIEW CONFIGURATION HISTORY FOR AN ADMINISTRATOR ROLEABOUT ADMINISTRATOR ROLESDesignate and manage an Administrator's access to particular system features by assigning them to specific Administrator Roles. Using Administrator Roles, you can limit or provide as much access to an Administrator as you wish. Caution:  Ensure that at least one Administrator is positioned at the top of your hierarchy and is not assigned an Administrator Role to assure their access to all system modules. When an Administrator is assigned a role, they only have access to the features which are associated with that role. NOTE: If an Administrator is not assigned a role, they have access to any features within the system. CREATING AN ADMINISTRATOR ROLESelect SETTINGS on the Chemical Management System main menu. Find the Administrator Roles section of the settings window, and click Role Management. Click +NEW ROLE. Enter a unique Role Name set the Role's status. Click SAVE ROLE. On the Manage Role card, click +Add Features. On the Add Features page, select the toggle for each feature you want to include with this Admin Role. Some features offer drop-down menus where you can select the appropriate permission access for an Administrator, as shown in the following image. Click on the information icon for additional details about each level of permission. When you are done, click SAVE FEATURES on the Add Features slideout screen. Click Save Role on the Manage Role screen. The Administrator Role is now ready to be assigned to users. EDIT AN ADMINISTRATOR ROLEOn the Chemical Management System main menu, select SETTINGS. Scroll down to the Administrator Roles section, and click Role Management. Select Administrator Role by name. Make necessary edits on the Manage Role card. To remove access to a feature, click on the trash icon inline with the feature name. To add additional feature(s) to this Administrator Role, click +Add Features. Click on the "Role Name" field to edit the name. The "Status" field is where the role can be deactivated/reactivated as necessary. When all edits have been completed, click Save Role on the main Manage Role card. DEACTIVATE AN ADMINISTRATOR ROLEAdministrator Roles cannot be deleted from the system, but they can be deactivated. When a role is deactivated, all users who were assigned to that Role will revert to no assigned Admin Role. On the Chemical Management System main menu, select SETTINGS. Scroll down to the Administrator Roles section, and click Role Management. Select the Role by name. On the Manage Role card, click on the Status field and select Inactive. Click SAVE ROLE. Be sure to reassign a new Admin Role to any User who had this Role when it was deactivated. REACTIVATE AN ADMINISTRATOR ROLEOn the Chemical Management System main menu, select SETTINGS. Scroll down to the Administrator Roles section, and click Role Management. Select the Role by name. On the Manage Role card, click on the Status field and select Inactive. Click SAVE ROLE. Administrators can now once again be assigned to this Admin Role. REVIEW CONFIGURATION HISTORY FOR AN ADMINISTRATOR ROLEThe History tab of the Manage Role card allows you to review creation or update history - and see who made the changes - for an Administrative Role. On the Chemical Management System main menu, select SETTINGS. Scroll down to the Administrator Roles section, and click Role Management. Select the Role by name. On the Manage Role card, click on the History tab. Review a role’s event history, when the action took place, which module or feature it was regarding, and who made the change.