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Assigning Authorization Roles

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Assign the Sign Off Role to Employees

To assign the TA Employee (Signoff/Unsignoff) role to employees:

  1. Click Employee section.
  2. Search for and open the desired employees' records.
  3. Under Employee Sections in the left area, click Roles.
  4. Under Role Actions in the left area, click Add.
  5. Click in the Authorization Role Code field, scroll through the Field Look Up Values in the right area, and select the TA Employee (Signoff/Unsignoff) role (or the equivalent replicated role).

    The Authorization Role Code field updates with the name of the role.

  6. Click Save.
  7. If you opened more than one employee in step 2, click the right arrow in the Employee Navigator section to move to the next employee and repeat steps 4 - 7.