On Role & Scopes you pick a role and tick the menus and permissions it has. Saving replaces the role's whole list. People with the role see the change when they next sign in.
The tree shows every permission the company has, with those already on this role ticked. Entries that are menus are marked as menus; the others are actions such as seeing, adding, editing or deleting.
2
Tick what the role needs
Where
Permission
What changes
Ticking a group ticks everything in it. A menu makes the screen appear in the person's menu and opens it; the actions under it decide what the person can do there. A role with a menu but without "add" can open the list and cannot add.
3
Save
Where
Save
What changes
The ticked list becomes the role's whole list: anything you cleared is taken away. A menu ticked here also brings the menu groups above it.
Choose the quick menu
On Role wise quick menu choose a role, tick the shortcuts, and press Save. The table shows each shortcut's Label, Description, Group, Group order, Display order and URL. A person sees the shortcuts of all their roles together. The message is "Mapping saved".
