Using Roles to Assign Rights to Staff

Roles are a method of assigning rights and functional access to staff when they are performing specific tasks, for example, manager, lead, supervisor, or tax preparer. Roles can then be assigned to projects. When staff are assigned to the role and working on the project, they have the rights associated with the role in addition to their rights from security groups. If a staff changes positions in the company, you only need to update their role assignment in their staff profile and their corresponding rights will be updated.

Tip: To permanently assign rights to staff, security groups should be used. Roles are used to assign project specific security rights.

You are not required to specify rights for a role, which is helpful if the role will not be able to edit a project.

To save setup time, you can create a role by copying an existing role. This saves significant time when only minor modifications are needed.  

If your firm licenses Workstream, roles can be assigned to projects. When staff are assigned to a role and working on that project, they have the rights associated with the role in addition to any rights from their security groups.

Example: A staff person may be assigned as the Tax Preparer role on a complex project but a Tax Reviewer role on a simple return. Based on these role assignments, the staff person would have different security rights within each project.

For information on setting up roles, see Managing Roles.