Custom Security Roles

Custom security roles are an optional feature in PCS that is setup by the PCS administrator. The security feature allows you to grant or deny user access to PCS menus and menu commands as well as data entry fields.

Security Role Management window is used to add and edit a custom security role. A custom security role is a named set of permissions based on your company's business requirements. You create a custom security role using a Parent Role as a template and then modify permissions in the custom security role as needed. Roles include permissions for menu-level items (File, Modules, Data Entry, Report/Graphs, Tools, and Field Computer) as well as field-level items (Facility Surveys, Continuous Surveys, and ROW and Pipeline).

A Parent Role is a PCS installed security role with predefined permissions that cannot be modified. Parent roles include the SysAdmin, User, and Read Only security roles. After creating a custom security role based on a parent role, you can then assign it to a PCS user who was set up in User Management.

This section includes the following topics:

• Add a Custom Security Role

• Use Copy to Add a Custom Security Role

• Edit a Custom Security Role

• Delete a Custom Security Role

Also refer to Assign a Custom Security Role to a User in the User Management section for instructions on how to assign a security role to a user.

A Search box is available above the Display Name column to allow you to quickly find a command name.

To adjust the width of a column, hover over the dividing line between columns until the cursor changes to . Click and drag the cursor until the column has expanded to the desired width.