Staff Roles
Control exactly what your staff can and can't see and do in ResiDex with Staff Roles
Note: In order to add or edit roles for a ResiDex user, you need the "15 - Staff - Set Roles" role.
Manage Staff Roles using the Staff Roles Screen
Get to the staff roles screen by:
- Go to the Staff Tab
- Go to the Staff Profile of the staff member you wish to edit roles for by selecting the "Go Button" next to that staff member's name
- Click the "Staff Roles" button in the bottom left of the screen
Adding Roles to a User
There are a number of different ways of giving a staff member new permissions. The different methods of adding roles allow you to speedily give new permissions to a user, and have exact control over what permissions they will or will not have. Keep in mind when giving roles to users:
- Start with as few roles as possible - It is a good security practice to limit the roles a user has to just what is needed.
- Standard Roles - Nearly all ResiDex users start with roles 0, 1 and 2, though your policy may vary.
Limit Access to the Key Roles - The following roles control sensitive aspects of ResiDex and should only be granted to people who have specific responsibility and training:
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#15 - Staff Set Roles - This role is the master key to ResiDex.
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#13 - Campus Supervisor - This role enables many settings that change how ResiDex works.
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#6 - Global Service List - This role allows you to change records on the global service list. These records control numerous aspects of service plans, agreements, and billing. This role requires specific training, but even with training, please call Tenx Systems for assistance when complex changes are needed to the Global Service List.
#15 - Staff Set Roles - This role is the master key to ResiDex.
#13 - Campus Supervisor - This role enables many settings that change how ResiDex works.
#6 - Global Service List - This role allows you to change records on the global service list. These records control numerous aspects of service plans, agreements, and billing. This role requires specific training, but even with training, please call Tenx Systems for assistance when complex changes are needed to the Global Service List.
Adding Roles to a User - Using the Role Wizard
When in the "Staff Roles" section of a staff member's profile...
The role wizard buttons let you add commonly used roles with one click.
Adding Roles to a User - Copying roles from another user
When in the "Staff Roles" section of a staff member's profile...
Click on the 'Copy Roles' button. This shows a list of all of your staff members, past and present. Click on a staff member's name; this will copy and paste the roles from one staff member to the other. Then, review the roles assigned to ensure that these are the roles that are needed.
Adding Roles to a User - Adding roles one at a time
When in the "Staff Roles" section of a staff member's profile...
Click on the "New" button, and add a specific desired role.
Removing a Role
When in the "Staff Roles" section of a staff member's profile...
Click on the record selector (to the left of the role you wish to delete), then press the delete key on the keyboard.
Role changes are Logged for security
Whenever roles are added or removed (granted or revoked), a record of this action is created. The history for a single user's role changes can be accessed from the Staff Roles screen using the "Role History" button.
Review the list of roles in the "Master Role List". The role names and descriptions are intended to be reasonably obvious and should provide the information you need to set up a person's permissions.
How to Find Out What Role is Required for a Specific Screen or Report
If you have permissions to view a screen or report, you can see what permissions are required for others to access it. Open the screen or report and use the shortcut key CTRL+R. This will display what role or roles will provide access to the screen or report. Information about what role is required to view a report is also available on the Master Report List.
