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  Assigning Roles to Contacts, Companies, Operations or Projects
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InformationInformationInformation / Instructions on how to perform the required tasks
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1Roles Overview
1.1Roles perform a number of functions within ATLAS, and can be used to track the class and scope as well as turn on and off user permissions
1.2To See How the roles affect user permissions, see the related article
2Assigning Roles to Objects
2.1We will describe assigning a role to a contact, but the procedure is the same for Companies, Projects and Operations.
2.2Load the Main Contact from and locate the Contact. This can be done easily using the quick Filters from the main switchboard
2.3Click on the Roles Tab to view or edit the Roles
3.Creating a New Role
3.1Firstly Ensure The Role Does Not Exist
3.2In the Empty Bottom line, select the Role From the List of Roles Available
3.3Enter Additional Information as Required. The Role Will Automatically be added
4.Managing Roles
4.1Assign or Edit the Roles and Permissions as instructed or required. Many Roles are associated with permissions, select from the drop down list or add new Permissions as required
4.2If Document are required for this role, select 6the document Required Operation, and define the requested date and received date plus the document start and finish dates if applicable.
4.3Document Links - The Documents can be linked or uploaded into the system if required.
5.Withdrawing Roles
5.1To Withdraw the Role, Click on the Wdn tick box
6.Example - Assigning Driving Licence Roles including Van Allocation
6.1Filter on the Company or Contact requiring a Role
6.2From the Roles Tab, Select "Driving Licence" as the Main Role
6.3Enter the Driving Licence Type As the Permission
6.4Type "Van Allocated" into the Role DetailImage Missing
6.5If evidence if required, tick the Docs Rqd Tick box and to monitor the Requested and Received Dates.
6.6To Remove the Driving licence Role Withdraw the Role Using the Tick box on the Right hand side. To remove the van allocation, remove the text entered in 3.3 above.
Related Articles
 Systems Roles and the affects on System : System Overview  - How assigning System Roles to Contacts affects the user permissions in ATLAS
 Contacts Overview/Summary : ATLAS Application Manual  - Maintaining, Adding and Withdrawing Contacts and Users
 Company Form (Suppliers and Customers) : ATLAS Application Manual  - Managing and Adding New Companies (Suppliers and Customers)
 Timesheet Administration : ATLAS Application Manual  - Administering and Processing Timesheet Data
 Approving Suppliers : ATLAS Application Manual  - Approving Suppliers
 Creating a New User : ATLAS Application Manual  - Adding a New User
 Limiting User Access : ATLAS Application Manual  - Limiting User Access to Designated Reports
6.4 6.4
frm_Role_TypeAdp Form Single Role Type Details
frm_Role_Type_ListAdp Form SingleRole Type ListRole Type Register
NameEstate Systems Ltd
Phone07773 372024
Article Type: ATLAS Application Manual  - ATLAS database support manual - based around individual forms (Help Reference Pages)
ID-14332 , Revised 09/12/2015 10:26:00 AM , Revision  2
Written by: Jonathan  Spratt (ES) , Estate Systems
Article Limited to: Estate Systems - Databases, Websites and Quality inc UKDS