To create a new attribute definition for the selected user type, highlight the username in the User Details panel and press the button in the Roles tab located at the bottom of the page. Select the appropriate role from the dropdown list.

Set the Admin switch to YES if the selected role is an Admin role. Click Save to save the role to the User’s details.

To update a role, press the button next to the role name. The User Role Details dialog is displayed:

Role (Required) dropdown: Select a role from the List of Values. These roles are pre-defined using Roles.

Before passing details of the new user to the individual concerned, it is usually a good idea to log out and log in again using the new username and password. Ensure that this new user can access only the required forms and reports within the system.

Admin – Yes/No switch: A value of 'YES' should be entered if the current User may grant this Role to another User, otherwise 'NO' should be entered.