How to set-up command restrictions within a system role

When creating a new system role or editing an existing one, the Command Restrictions tab within an employee role's properties allows you to select commands from each module of Primacy Workplace that the role has access to.

To set up command restrictions

1. Click Settings > Lists > Organization setup > Employee roles.
2. Locate and double-click the employee role you would like to modify.
   
    If you are creating a new role for the first time, click Add system role.
   
   
3. Click the Command Restrictions tab to set up access for the new system role. A list of all module commands for Primacy Workplace will be displayed.
   
   
   
   
4. To grant access to all commands in all modules, click Full access.
5. To grant access to all commands in a specific module, locate and click the module, then click Grant access to items in current module.
6. To grant access to a specific command in the selected module, click the module opening the dropdown with the commands below it. Locate and select the command and then click Grant access to current item.
7. When complete, click Save or Save and close.