Understanding Your Role

A user role is a name associated with a collection of security access rights to the information contained in system components. Roles combine the permissions needed for several related tasks and allow you more efficient access to the parts of the system you need. Roles are designed by your agency and assigned to you by your system administrator.

All users of the system are assigned at least one security role. Many users have multiple roles, but you can only use one role at a time. Therefore, you are always limited to the security access rights of your Active Role.

To see which of your roles is currently active, click the down arrow on the Home button on the Menu Bar. The Home menu lists all of the roles that are currently assigned to you in alphabetical order. Your active or current role appears in bold with a check mark beside it.

You can switch your active role at any time by clicking another role on the Home menu. By selecting a different role, your permissions and security access are changed to reflect the areas you need to access to perform your duties in the new role. When you switch roles, the system continues to display the component where you were working unless the new role does not have appropriate security rights, in which case the system takes you to the dashboard.

If you are assigned multiple roles that have responsibilities for multiple approvals at different stages of the same workflow or approval process, you can only perform the approval corresponding to the authority of your Active Role. If the approvals are sequential, however, the system allows you to switch roles without leaving the approval component.