Defining a new role

User roles help define access levels and permissions for different users within the Beeline Professional application.

Roles can be constrained by organization, business sites, countries, or cost centers. For example, users with the program office role who are based in the UK can manage invoices that refer to UK-based cost centers.

Security policies and roles ensure that the right people have access to the correct information at the right time and protects the integrity and confidentiality of your data.

As a Beeline Professional administrator, you can define new roles to support the operational and strategic requirements of your program.

Before you begin

  • You must have Beeline Professional administrator access.

Steps

To define a new role, complete these steps from any supported browser.

  1. Log in to Professional.

  2. From the left navigation, go to Settings  Enterprise.

  3. Select the Roles tab to view the details of each role.

  4. From the upper right of the Roles table, select Add Role.

  5. In the Create New Role dialog, enter these details:

    • Role Name

    • Code

    • Description

    • Default Assignee.

      If you haven’t yet identified a default assignee, you can assign the role to your user and change the assignment later.

  6. Select Create.