Creating roles

Navigate to Admin → Role Management and click the Add role icon to create a new role, or use a search field to customize the existing role. In the Name field, type a name for the role, and select a group to which you want to assign this role as the default role. Select one or more of the following permissions:

• User: Sets permissions for the Users page. You can set the following permissions:
  • None: Makes the Users page unavailable for a user.
  • View: Makes the Users page available for a user. Users can view information that is allowed for their group on the Users page.
  • Modify: Allows customization of data on the Users page. To allow customization of existing user data and creation of new users, you must also set the View permission for Groups and Roles parameters. Users can view information that is allowed for their group, and create new users in their group.
• Groups: Sets permissions for the Groups page.
  • None: Makes the Groups page unavailable for a user.
  • View: Makes the Groups page available for a user. Users can view information that is allowed for their group on the Groups page.
  • Modify: Allows customization of data on the Groups page. To allow customization of existing groups and creation of new groups, you must also set the View permission for Users and Roles parameters.
• Partner group: Enables customization of partner groups. To enable the Modify permission for the Partner group parameter, you must set the Modify permission for the Groups parameter.
  • None: Disables the Partner groups menu in the Group info window. For more information about the Group info window, see Modifying groups.
  • View: Enables the Partner groups menu in the Group info window.
  • Modify: Allows customization of partner group data.
• Organization IDs: Enables customization of the organization ID. To enable the Modify permission for the Organization IDs parameter, you must set the Modify permission for the Groups parameter.
  • None: Disables the Organization IDs menu in the Group Info window.
  • View: Enables the Organization IDs menu in the Group Info window.
  • Modify: Allows you to add new organization identifiers.
• Document filters: Enables customization of document filters. To enable the Modify permission for the Document filters parameter, you must set the Modify permission for the Groups parameter.
  • None: Disables Document filters menus in the Group info window.
  • View: Enables Document filters menus in the Group info window.
  • Modify: Allows you to add new document filters.
• Group preferences: Allows you to view and configure group preferences.
  • None: Disables the use of group preferences functionality.
  • View: Allows you to view the existing group preferences.
  • Modify: Allows you to configure and modify group preferences.
• Roles: Enables customization of roles.
  • None: Disables the Role menu in the User details window. For more information about the User details window, read Creating users in EDX.
  • View: Enables the Role menu in the User details window.
  • Modify: Enables the Role management option in the Admin menu, and allows the creation of new roles. To allow the customization of existing roles and creation of new roles, you must also set the View permission for Users and Groups parameters.
• Documents: Enables customizations on the Documents page.
  • None: Disables the Documents page.
  • View: Allows you to view the Documents page and document interchange flow.
  The Documents parameter has the following settings:

  • View content of document: Allows you to view the content of a document.
  • Export document: Allows you to export a document or a set of documents.
  • View source of document: Allows you to view the source of a document.
  • Reprocess document: Enables the Reprocess option and allows you to reprocess a selected document.
  • Resend document: Enables the Resend option and allows you to resend a selected document.
• Document lifecycle: Enables customizations on the Document lifecycle page.
  • None: Disables the Document lifecycle page.
  • View: Allows you to view the Document lifecycle page and document interchange flow.
• Display names: Enables customization of the display names list.
  • None: Disables the use of display names.
  • View: Allows the use of display names. The View display names check box is displayed.
  • Modify: Allows the creation and modification of display names. For more information, read Editing display names.
• Notification center: Allows the modification of notification settings.
  • Receive system notifications: Toggles sending of notification emails.
• Turnaround: Enables turnaround functionality.
  • View: Allows you to view the turnaround documents in Sent, Outbox, and Draft folders.
  • Modify: Allows you to create turnaround documents.
• Create outbound form: Allows you to create new outbound forms.
  • None: Disables the use of outbound form functionality.
  • View: Allows you to view the outbound documents in Sent, Outbox, and Draft folders.
  • Modify: Allows you to create outbound documents.
• e-invoicing: Allows you to exchange e-invoice documents.
  • None: Disables the use of e-invoicing functionality.
  • View: Allows you to view the e-invoice documents.
  • Modify: Allows you to send the e-invoice documents.
• Cross reference data: Allows you to view and work with cross-reference data.
  • None: Disables the use of cross-reference data functionality.
  • View: Allows you to view the existing cross-reference tables and their data.
  • Modify: Allows you to add, modify, or delete cross-reference data.
• Managed files transfer: Allows you to view, create, and edit MFT configurations.
  • None: Disables the use of MFT configurations functionality.
  • View: Allows you to view the existing MFT configurations and their data.
  • Modify: Allows you to add, modify, or delete MFT configurations.

• Ask EDX: Allows you to use the Ask EDX feature.

  • None: Disables the use of Ask EDX feature.
  • View: Allows you to use the Ask EDX feature.
    • Document filtering: Enable or disable the document filtering functionality of Ask EDX.

To delete a role, click Delete.

To revert changes to a role, click Undo. To save a role, click Save.