Manage Roles & Permissions

Roles and Permissions determine an end user’s Ordway platform experience. Depending on the configuration for a specific Role, users assigned to that Role can view, add, edit, delete content, and  access different pages in Ordway.

Preconditions:

User modifying Roles & Permissions must have Admin Role.

Steps:

1. Navigate to Menu > Setup > Roles & Permissions.
2. Review the two default available roles:
• Admin - Users added to this role will be able to view, add, edit, and delete all record types and view all pages in the Ordway platform.
• Read-Only - Users added to this role will be able to only view but not add, edit, and delete. Read-Only access also restricts users from Bulk actions such as selecting multiple invoices to print, email, or export.

3. To create a new Role, click Add. 

Populate the new role: 

• • Role Name (Required) e.g. Sales Analyst or Billing Administrator.
  • Description (Optional).
  • Permission Assignment - select the Modules and Activities this role should have access to. 
    
    
    
  • For each activity, assign granular permissions for actions such as List, View, Add, Edit, Delete, etc.
  • Note: Our Reports module does not have Permission Assignments. Reports can be generated, saved, and bookmarked by all roles including Read-Only. 
    
    • Access Examples: 
      • List access allows users to view list content such as the main Customers or Subscription Contracts pages. 
      • View access only allows users to view all content, not edit.
      • Add access allows users to add new data in Ordway.
      • Edit access allows users to edit current data. 
    • Delete access allows users to remove current data. 
  • Expand or contract each section using the carrot next to each module name. 
    

4. Save when finished.

Use the Gear icon from the Actions Column to View, Edit, or Delete a Role and associated permissions.