Once clicked the user role management wizard will load, guiding the user through creating a new user role.

Enter the unique role name in the "Name" field (1) and a brief description in the "Description" field (2), this will allow easy identification of the role.

Select required role type from the drop down list.

User Role Types

• User: Provides read-only view of data
• Manager: Ideal for users such as security that require the ability to open doors and manual mark people on-site or off-site
• Administrator: Full read and write permissions within TDSAccess - majority of roles created will be administrator type.

Click the "Next" button at bottom right of the pop-up form to progress to the next step the setup wizard.

Assign portlet access by selecting those portlets the user role will have access to from the portlet list. Use the tick box in the actions column - located on the far right of the table - to select required portlets.

If required use the expand/collapse icon (2) next to each menu heading to toggle view.

Use the check box at the top right of the action menu (3) to select/unselect all portlets.

Area permissions allows restricted access to a single site or zone for multi site/zone facilities.

(1) Specific Area: To restrict access to a single site/zone select from the required drop down list(s)

(2) Cluster: To allow the role view all sites and zones or a combination of sites and zones within the organisation select from the "Cluster" drop down list. "All-System-Data" available within the Cluster drop down list will provide the role a view of all sites and zones within the organisation.  

Where role requires access to specific sites and zones a cluster must first be created either by selecting the "Add New User Role Cluster" or following the instruction outlined in the Cluster Management section of this manual.

Using the check boxes on the right hand side of the "Person Types" table select all person types this role needs to be able to view and edit. This will most commonly be contractor, employee and visitor.

To select all person types use the check box on the top right hand corner.

Using the check boxes on the right hand side of the "Reference Types" table, select all reference types this role needs to be able to view.

To select all reference types use the check box on the top right hand corner.

Using the check boxes on the right hand side of the "Department Permissions" table, select all department permissions this role needs to be able to view.

To select all departments use the check box on the top right hand corner.

Using the check boxes on the right hand side of the "Access Group Permissions" table, select all access groups this role needs to be able to view.

To select all access groups use the check box on the top right hand corner.

Using the check boxes on the right hand side of the "Access Time Permissions" table, select all access times this role needs to be able to view.

To select all access times use the check box on the top right hand corner.

Where defaults are set against a user role, this will be selected by default when a new person of that type is created.

Set Default Home Zones & Departments (1)

1. Select required home zone / department from the drop down menu
2. Apply to different person types by entering the preferred 'person type' i.e. employee in the "Apply To" field
3. Select Add

Other Defaults

1. Selecting visitor access group (2) - the default visitor access group can be stored (2) which will populate in the assign access popup from the reception portlet.
2. Headcount Printer (3) - Assigns which headcount printer will populate in the print report popup from the emergency headcount portlet.

Note:  If no default zone is selected for visitor, visitors will be added to the zone of the collection point for the visit.  If no default department is selected for visitor, visitors will be added to the department as set in ca_user_control by TDS.

To reduce the list of fields in the person detail portlets ensure the "Use person detail reduced view"checkbox  is selected. Fields displayed in this view are controlled via system settings.

Note: All other settings on this screen should remain unselected