Add a People Role

Adding a people role involves selecting the security functions users must have for accessing their required areas of Permit.

PREREQUISITES: The People Roles security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

1. From the home page, click Permitting and click People Roles.

You can filter the list of people roles by clicking Filter Records on the People Roles panel and entering the first few letters of a role code or description.

2. On the People Roles panel, click Add record.

3. On the Add People Role panel, enter a 10-character (maximum) code in the Role Code field.
4. Enter a brief explanation of the role in the Description field.
5. Select the Visible Fields for Public Access. Drag and drop the fields to rearrange them in the order you want users to see them in Public Access. If nothing is defined for the selected role, the defaults fields appear. If someone is assigned to multiple roles, they see what’s configured for the first role selected, and any additional fields assigned to a different role at the very bottom.
6. Use the Required Fields for Public Access drop-down list to select the required fields users need to create cases in Public Access.
7. Click Add or Add and New to add the role and create another one.

NOTE: The Review Config panel provides visibility of where a selected data item (such as a case type, user, status code, or other Trimble Unity Permit item) is being used. See Review Permit Configurations for more information.