OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 1 Getting Started
Setting up OfficeMate
Select a role on the left side of the window to define its details. The roles can be
as broad or limiting as you desire.
a. Select the product that people using this role will need to access from the
Product drop-down menu.
a. Select the location that people using this role and product will need to
access from the Location drop-down menu. Note that the All Locations
option does not include Home Office, labs, and distribution centers.
b. Select the module in the product that people using this role and product
will need to access from the Module drop-down menu.
c. Select the task in the module that people using this role and product will
need to access from the Task drop-down menu.
d. Select the Access, Delete, Override, and Print check boxes in the Rights
box to select the level of access for the role.
Note
To delete an existing role’s details that have not been assigned to
any users, click Delete.
The Access check box allows people using this role to access and use the
task.
The Delete check box allows people using this role to use the Delete
button when it is available within the task.
The Override check box allows people using this role to access or perform
specific functions in restricted areas after entering their password.
The Print check box allows people using this role to print items available
within the task.
e. Select the Inactive check box in the Active Status box to inactivate the
role, if desired.
f. Click Save.
g. Click New Role Detail and repeat steps a–f to record the details for each
role that you created in step 6.
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