Create a New Center Role
To create a new Eagle center role:
- In User Administration, click Center Roles in the left navigation.
You see a list of all the available Eagle centers and their respective roles. - Click the center for which you wish to create a new role, click Create New and select Create New Role.
In this example, we are adding a new role to the Accounting Center. - In the Add New Role dialog box, enter the name for the new role. Note that the Center Code field is prefilled and cannot be edited.
- To give full permissions to the role, click to check the Full Permissions check box.
- Click the appropriate tab and select the options as needed for each center.
In this example, in the Modules tab, click to check all the modules that the center role will be allowed to access. To select or deselect all modules, click Check All or Uncheck All, respectively. To uncheck the currently selected modules and check all currently unselected modules, click Reverse. - In the Tree tab, click to check the Allow check box next to each Eagle directory (folder) and subdirectory (subfolder) that will be accessible by the center role. Click Folder Links for Role to add other folder links, if required.
By default, if a folder has subfolders, the Default Inclusion check box is checked and all the subfolders are accessible. - To exclude specific subfolders from being accessed, click the Exclusions button, complete the Exclusion dialog box, and click OK.
- To grant access only to selected subfolders, uncheck the Default Inclusion check box and click the Inclusions button.
- Complete the Inclusion dialog box and click OK.
- Click Save Changes to save the new center role.
In the Center Roles workspace, you see the new center role you created. - If needed, refresh, print, or export the information displayed in the workspace.