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
