Overview

In a nutshell, a role is a set of permissions that allows individual users to see and do certain actions in MyPay. Every user should be assigned at least one role in order to be able to log in to MyPay. However, a user can have and often has more than one role.

In this article, we will be focusing on creating, modifying and deleting roles in MyPay.

If you want to assign role(s) to user(s) go to User Administration.

Creating new role

If you want to create a new role, you have to copy an already-created role a modify its permissions.

As an ADMIN on the main menu bar, choose: Administration → Roles & Permissions
Select the Role you would like to copy
Click the Copy Role button
Click the newly created role
Click the Edit button
Type a new role name
Modify permissions as required
Click the Save button

Modifying existing role

As an ADMIN on the main menu bar, choose: Administration → Roles & Permissions
Click the Role you would like to modify
Click the Edit button
Type a new role name if needed
Modify permissions as required
Click the Save button

Removing role

Do not remove any roles unless you are certain of what you are doing. If you delete a role from a user who has that role as their only assigned role, they will not be able to log in to MyPay. If you need to regain access to MyPay for user whose role has been accidentally deleted, you may be subject to additional fees.

As an ADMIN on the main menu bar, choose: Administration → Roles & Permissions
Click the Role you would like to remove
Click the Remove button

Contents

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