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 (
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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.