Roles

Users can be assigned Roles that allow them to perform specific activities based on their level and job function. When creating a new role, you will be able set parameters on which modules can be accessed as well as which tasks can be accomplished, such as adding new accounts, removing assets, or editing information. For example, an employee in the accounting department can be assigned a role that provides access to the Accounts Receivable module only. Within this module, more specific activities can been selected based on the employee's responsibilities.

Access Roles

Add a Role

Edit a Role

Copy a Role

Delete a Role

Access Roles

1. From Quadra, access Administration.
2. On the left hand menu, go to Users and click Roles. 
   
   

Add a Role

1. Open Roles from Administration.
2. On the main Roles page, click Add Role.
   
3. Fill out the Modules section of the Add Role form:
   • Type in a Role Name.
   • Confirm the Client.
   • Under the Modules tab, select which modules you want the user to have access to using the check boxes.
     
4. Click Permissions to move to the next section.
   
5. Using the arrows, open each module section.
   

6. Click the check boxes to select which actions the user will be able to perform. Click 'Select All' to give the user permission to perform all actions in the module.
   
7. Click Approvals to move to the next section.
   
8. Some modules include actions that require approval. These modules will be listed here. Use the arrows to open each module section.
9. Click the check boxes for any actions that the user will require approval to complete.
10. At the bottom, click Add Role.

Edit a Role

1. Open Roles from Administration.
2. Select a Role from the list and click Edit under the action menu. 
   
3. Edit the Role as needed:
   • Edit the Role Name.
   • Confirm the Client.
   • Under the Modules tab, edit the modules using the check boxes.
4. Click Permissions to move to the next section.
   
5. Using the arrows, open each module section. Edit the actions as needed using the check boxes.
6. Click Approvals to move to the next section.
   
7. Actions that require a manager's approval will be listed in this section. Use the arrows to open each module section, and edit the actions as needed by clicking the check boxes.
8. At the bottom, click Save Role.

Copy a Role

If you need to create a new role that is similar to an existing role, use the Copy function and then make the necessary edits.

1. Open Roles from Administration.
2. Select a Role from the list and click Copy under the action menu.
   
3. Make changes as needed on the Edit Role form:
   • Create a name for the new role under Role Name.
   • Confirm the Client.
4. Proceed with making edits on the Modules, Permissions, and Approval tabs. See instructions above for editing a role.

Delete a Role

1. Open Roles from Administration.
2. Select a Role from the list and click Remove under the action menu.
   
3. In the confirmation box asking if you are sure you want to remove this role, click OK.