Adding + Editing Security Roles in Office

Security roles determine which features, functionality, and data a user has access to in Smart Construction. Use the following steps to add or modify the roles available to the organization. Note that only users with high security clearance will be able to access this portion of the application.

1. From any part of the application, click the More Options icon  in the left navigation.
2. The More Options menu opens. Select the Data Table Maintenance option.
   
3. The Data Table Maintenance dialogue opens.
   

To Edit Security Roles:

1. Click the dropdown Security Role menu to open.
2. Scroll to find the security role that will be edited. Click the Edit icon to modify that role.
   
3. The Security Role detail screen opens. Make any necessary changes, including deactivating the role using the Active toggle, deleting the role using the delete icon in the upper right corner of the screen, or checking/unchecking user rights associated with this role.
   
   
4. Once all edits have been made, tap Save to keep changes, or Cancel to discard them.

To Add New Security Roles:

1. Click the dropdown Security Role menu to open.
2. At the bottom of the dropdown menu, select the [Create New Role] option.
   
3. The Add Security Role dialogue opens. Enter a name, and optionally, a description. By default no permissions have been selected for a new user. Individually click on the line to activate that permission, or click Include All to turn on all permissions.
   
4. Once the role has been set up fully, tap Save to keep changes, or Cancel to discard them.