From this screen, you can add a Role to the CSR account. This is useful if you want a CSR to be able to login to other MetraNet applications, in addition to MetraCare, or if you wish to give a CSR unlimited access (by assigning the Super User role).
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You can only add a single role at a time; to add more roles, you'll need to access this screen again by pressing Add Role from the previous screen. |
Note that you can access this screen from either the CSR Default Security screen or the Updating CSR screen. Make sure that you're performing the action you meant to:
To add a role for all newly created CSR accounts from this time forward, do the following:
From the Administration menu, select CSR Default Security.
Click Add Role.
Select the Role to add and click OK.
Repeat steps 2 and 3 until you've added all the roles you need.
To add a role for a particular CSR account, do the following:
From the Administration menu, select Update CSR.
Click the Security icon ()
next to the CSR account you wish to edit.
Click Add Role.
Select the Role to add and click OK.
Repeat steps 3 and 4 until you've added all the roles you need.