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Security is used to set up access control and privileges for the users of ProTrack Warehouse. The security settings will determine the options that can be accessed in ProTrack Warehouse. The Setup Role screen will help you give role-based privileges to the user.

To access the Setup Role screen:

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

   image
   image Security.jpg title Fig.246 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 55. Security Tab Descriptions}

Adding Roles

You can define and add roles depending on the type of interaction of the users with ProTrack Warehouse system using the Setup Role screen.

To add a new role:

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
   image SR Add.jpg title Fig.247 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 56. Setup Role Field Descriptions}
   
   
6. To assign functions to the role, click the 'Assign Function' tab.
   
   

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   image SR Assign.jpg title Fig.248 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.
   
   

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   image SR Search.jpg title Fig.249 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.
   
   

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   image SR Func.jpg title Fig.250 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 57. 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
   title Info
   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.

Searching Roles

To search for particular roles:

1. Click in the Setup Role screen and the Search Role screen appears.
   
   

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   image SR Search Role.jpg title Fig.251 Setup Role - Searching Roles

   
   
2. Type the Role Name or select the Facility or Data Level from the respective drop down lists.
   
   

   Tip
   title Tips
   To list Roles with names starting with a particular character, enter the character into the field. For example, to search rolesstarting with the character 'C', enter 'C' in the Role Name to list roles with names starting with C. If no search criteria are specified all the roles will be listed in the 'Role Search Results' section.

   
   
3. Click and the records for the selected criteria are listed in the ‘Role Search Results’ section.
   
   

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   image SR Results.jpg title Fig.252 Setup Role - Search Results

Viewing & Editing Roles

To view and edit the role:

1. Search and list the roles in the ‘Role Search Results’ section.
2. Click the Role Name link from the ‘Role Search Results’ section. The details of the role appear in the corresponding fields in the Setup Role screen.
3. Change the required fields.
4. To assign functions to the existing role, click the 'Assign Function' Tab.
5. Click to save the changes.
   
   

   Tip
   title Tips
   The field Role Name cannot be edited. You can also delete functions assigned to the role by clicking the Delete check box of each function. If you have made the changes in the fields and do not want to save the details, click before you save the changes. If you want to add a role, click to clear the fields and to bring the screen to add mode.