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Overview

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Info

The Roles page provides a listing of user roles defined in Connect and is used to manage them.

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titleHow to Get Here?
From the Home Page:From the Menus:
  • Click Roles from the Security list 
  • Open the Security menu and select Roles

 


 

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