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  1. Log in to ProTrack Warehouse.
  2. Select the Security tab under the Configuration menu. The Setup Role screen appears.

    image
    imageSecurity.jpg
    titleFig.224 Setup Role


    Security Tab Descriptions

    Tab

    Description

    Role

    Displays the details of different roles in the system.

    Assign Function

    Displays the functions associated for the selected role.

    Table 5355. Security Tab Descriptions

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  1. Click to add a new Role.
  2. Type the Role Name.
  3. Select Facility from the drop down list.
  4. Select Data Level from the drop down list.
  5. Enter in seconds the idle waiting period before ProTrack Warehouse will close the open session.

    image
    imageSR Add.jpg
    titleFig.225 Setup Role - Adding New Role


    Field Description

    Field

    Description

    Role Name

    Must match the role name that is being imported for the employee.

    Facility

    Establish which Facility this role can view data.

    Data Level

    Determines what level of data this role can view.

    Time Out

    Enter in seconds the idle waiting period before ProTrack Warehouse will close the open session.

    Screen

    Name of the PTW screen this role may access.

    Table 5456. Setup Role Field Descriptions

  6. To assign functions to the role, click the 'Assign Function' tab.

    image
    imageSR Assign.jpg
    titleFig.226 Setup Role - Assign Functions


  7. To search for particular functions, click the 'Select Function' link and provide the search criteria in the Function Name field and click . The functions will be listed in the 'Search Results' section.

    image
    imageSR Search.jpg
    titleFig.227 Setup Role - Search Functions


  8. Select the Select check box of the individual functions and click . The selected functions will be listed in the 'Functions list' section of Setup Role screen.

    image
    imageSR Func.jpg
    titleFig.228 Setup Role - Functions


    Assign Function Field Descriptions

    Field

    Description

    View

    View data only.

    Add

    Add new entry via the screen.

    Edit

    Edit and save changes.

    Delete

    Delete a data record.

    Run

    Run a specific function (i.e., Re-process from PAW Monitor screen).

    Table 5557. Assign Function Field Descriptions

  9. The privileges to the role can be given by selecting action check boxes such as Add, View, Edit, Delete and Run for each function.

    Info
    titleInfo
    • For each function, at least one action needs to be provided.
    • If you do not want to assign the selected functions, select the Delete check box of individual functions.

  10. Click to save the role.

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