Security Templates/Roles & Permissions allow the ERO/Office Administrator to control what each preparer has access to do within the program.
To setup or add Security Templates/Roles & Permissions, from the Welcome page of your ProWeb Software follow the below steps:
👉 Configuration:
👉 Roles and Permissions
👉 + NEW ROLE Name the template, e.g., below
👉 You can either create a new role and set up permissions manually by Adding a Role Name > Create
👉 Select or Deselect access.
👉 Or Copy from an existing role that you had previously set-up in the past:
👉 Or Copy from the default templates that are already provided within your software
👉 Click Continue when finished.
Note: You can create as many templates as needed.
To Assign a Role to a preparer:
👉 Click +Assign.
Check the preparer(s) to assign the template.
👉 Click Continue when finished.
