Once the add button is clicked the user role management wizard will open to guide the user through the steps to create a new user role.

Type a unique name for the role (1) and brief description (2).

Select the type of role from the drop down list.  Read Only type gives read-only view of data.  Read Write type is for users such as security that need to open doors and mark people onsite or offsite.  Administrator type for roles with full read and write permissions within tdsaccess (the majority of roles will be administrator type).

Step 2 of the wizard presents a list of all portlets available in tdsstudent in the order they appear in the menu.  In the actions column tick on (1) all of the portlets that the user role will need to be able to open.  Selected portlets will appear in yellow.  If required, use the expand/collapse icon next to each menu heading (2) to view portlets by section. There is a select all check box at the top right to select/unselect all portlets (3).

If the role needs restricted access to a single site or zone select from the top section site and zone drop down lists (1).  If the role needs to view all sites and zones within the corporation, use the cluster drop down list and select all-system-data (2).  If the role needs to have a combination of sites and zones, a cluster first needs to be created either by clicking on add new user role cluster and then select this cluster from the drop down list.  

Select the person types this role needs to be able to view and edit.

Access groups are not required for tdsstudent.

Access time permissions are not required for tdsstudent.

If the default department is set against a person type - this will be selected by default when a new person of that type is created.  Different home zones and departments can be saved for different person types by using the add button (1).