Roles describe the primary function (s) of the user, and determine what areas of the software users with that role will have access to. A user's role will also determine what reports or dashboards will be available to them. Roles is where the permission groups or role groups are created for each institution.
Step 1 Log into the CDP/CenTrax NEXT
The active Institution and File will display in the upper right-hand section to the left of the
name of the user logged in.
Step 2 Click Administration
Step 3 Hover over Permissions
Step 4 Click on the Roles sub-category
Step 5 To add a new role, click the green Add New button
5.1 Type in a Name into the New Role name box
5.2 Click Save
Step 6 To define the permissions for the new role, click on the role within the list
6.1 Click the Edit option
6.2 Place a check mark next to each item to enable one or all of the following actions:
- View
- Edit
- Create
- Delete
- Setting
Note: To enable permissions for everything, place check marks in the top right-hand boxes to enable
check marks all the way down through all items for that specific action or permission sub-category.
6.3 Once all desired selections are made, click Save
Step 7 To delete a role, click on the role within the list of roles
7.1 Click the Delete option
7.2 Click Yes in the confirmation message
Article Reference CNX302