Overview
The Roles page provides a listing of user roles defined in Connect and is used to manage them.
Field Definitions
Field | Type | Required | Description |
|---|---|---|---|
| Role Name | Display Only (pulled from created/updated Roles) | Yes | The name of the role, for example, Charge Entry, Payment Entry, Claim Management or others, as established in the role configuration. |
| Description | Display Only (pulled from created/updated Roles) | Yes | The description of the role as established in the role configuration. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
|---|---|---|---|
| Create | [Alt] + [C] | Add a new role profile to the table. | Creating Roles |
| Update | [Alt] + [U] | Modify the role profile. | Updating Roles |
| Delete | [Alt] + [D] | Removes the role from the master list. | Deleting Roles |
| Clone | [Alt] + [N] | Create a role by copying and updating an existing role. | Cloning Roles |