Pathway: Setup > System > Role
Roles in the Navusoft application serve as collections of permissions necessary for users to access and operate within the system. Navusoft offers a predefined set of roles that are readily available for assignment to user accounts. These roles, as established by Navusoft, can be modified, edited, or tailored to align with the specific requirements and preferences of individual companies. This customization feature empowers organizations to finely adjust access privileges based on the unique needs of their users and operational structure.
Permissions
The following permissions are required to add and edit Role Setup:
| Permission ID | Permission Name |
| 95 | Setup Main Menu |
| 120 | Setup \ System and Security |
Field Descriptions
The following fields display on the Roles Setup screen. To edit a role, double-click within its row.
| Field | Description |
| Role ID | The individual role's ID. |
| Role Name | The name of the role. |
| Edit Service Past Days Limit | Limits the number of days after a service has been completed the service record can be edited. |
| Invoice Adjustment Limit | Limits the amount a user assigned to the role can adjust an invoice by. |
| Adjustment Approval Limit | Limits the amount a user assigned to the role can approve invoice adjustments made by other users. Consider reserving this limit to only admin level roles. |
| Max Default Rate Discount | Limits the discount amount a user can apply if discounts are enabled on the service code. |
| Authorized Permissions | The total count of permissions the role includes. Any user assigned to the role will receive all the permissions it includes. |
| Not Authorized Permissions | The total count of permissions not included in the role. |
| New Permissions | The total count of permissions that are new to the application and should be reviewed for each role. New permissions must be manually added to a role. |
| Active User Count | The total count of user accounts that have an active account status AND are assigned to the role. |
| Documentation View Score | The measurement of documentation use among the users. Select the percentage value displayed to review who has accessed the documentation. |
Tab Descriptions
Single-click on a role to open the Permissions and Users tab-set to add and edit the permissions and users of a role.
Permissions
Displays a list of all permissions that can be assigned to a role. Select a role to view the permission list.
Users
Displays a list of all active and inactive user accounts that can be added or removed from each role. Select a role to view the list of user accounts.
Add a New Role
To add a new role, select the green plus icon in the upper left corner of the Role Setup screen to display the Add Role editor.
Field Descriptions
Add Role
Delete a Role
If a role is no longer needed, the option to delete is available. When a role is deleted, the role and any permission it granted is removed from all user accounts linked to it.
Before deleting a role, consider reviewing the Active User Count, Users and Authorized permissions the role included.
