Page Description

Use the Roles page to create user roles for system accessibility. Note that Copia's access levels range from 3000 to 7000, with the 7000 level representing administrative access. You can only change assigned rights if the rights you wish to change are at a level at or below the highest-level right assigned to you. So, if your highest level role is 6000, then you cannot modify assignments for 7000-level roles for users.

If a facility does not have an optional module enabled (e.g., Cytology), then Copia does not display the rights that are specific to the module(s).

IMPORTANT: The rights available in Copia, when enabled, grant users the ability to perform functions in the program. In some cases, Copia does not automatically enable new rights when they are added. Therefore, after you receive an update to the software, you must confirm that any new rights are assigned to the appropriate roles, or users will not be able to access those features.

For more help, click one of the following links:

• Accessing this Page
• Viewing the Role List
• Creating or Editing User Roles

Accessing this Page

• Click the Administration menu button, click the Other Setup button, and then click the Roles submenu link. You must have the necessary security permissions to access the Administration menu button.

When you click the Administration menu button, Copia opens the main Administration menu, which contains administrative menu buttons, including the Other Setup menu. To return to the main menu for Copia, click the Lab Tasks menu button.

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1. The Roles list page contains a list of up to ten user roles. If the list is longer than one page, use the Page links, located below the list of roles, to navigate through the list.
2. To view only active roles, select the Show active only checkbox at the top of the Roles list page. You set the active/inactive status in the Role Details section of the Roles details page. See "Adding or Editing Role Details" below.
3. To create a new role, click the Add button or the Copy button in the Roles list page. See "Creating or Editing User Roles" below.
• Clicking the Add button opens a blank record in the Roles details page to create a new role.
• Clicking the Copy button opens a new record in the Roles details page to create a new role based on the role associated with the button you clicked. Copia copies the settings from the existing role; however, it does not copy the name of the role so that you can appropriately name the role. Note that the button is only visible if the user has security to create a new role.
4. Click the name of the role on the Roles list page to view or edit role information on the Roles details page. See "Creating or Editing User Roles" below.

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Creating or Editing User Roles

1. Use the Role Details section to assign access levels to a user role. Note that Copia's access levels range from 3000 to 7000, where the 7000 level represents administrative access.
2. Enter a role name in the Role field. This field is required.
3. To edit the Role field, highlight or delete text already displayed in the field, then modify as desired.
4. Select the Active checkbox to enable Administrative users to select the role while adding users' practice memberships in the Users page. See the Admin: Users topic. If the role is inactive, Copia clears it from the Roles list page when you select the Show active only checkbox. See "Viewing the Role List" above.
5. Enter the highest access level for this role in the Level field, and then click the Reload Rights button to view the list of rights that are associated with this level and each level below it.

IMPORTANT: When you save the role, make certain that the value in the Level field is not higher than the highest-level right assigned to the user; otherwise, users assigned this role may have access to features that they should not have.

6. Select the Assigned checkboxes for all rights you wish to assign to the role. Clear the checkboxes to remove the rights from the role. Click the Assigned column label to select or clear all of the rights in the current section. You may only assign roles to yourself or others when you have the security rights to do so for that practice. Also, you may only assign roles equal to or lower than your own level of rights for the current practice to yourself or others. All other roles will be disabled.

   Note that because the Assign a user system wide roles right allows the user to assign rights to any user for all practices, a super user must enable this ability for the first user in a system, and then that user may assign this right to other users.

7. Click < Back to List to return to the Roles list page without saving any changes.
8. Click Save to record changes and return to the Roles list page.

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