* indicates a required field

Field Description

Role Name *

A role name can be a job title or a word that identifies the set of permissions. The role name can have up to 30 characters (no spaces).

Role Description

A description of the role.

Fund Control

The fund control identifies the members, dependents, and fund data this role can access in sessions, functions, and subtabs that have Display access (rights or permission level) or higher.

For example, if you select fund W, then this role can only access members and dependents who belong to fund W and records in sessions, functions, and subtabs that have Display access level or higher for fund W.

Note: Fund level security doesn't apply to data contained in AUX files, which users can access via the Other Member Information, Other Dependent Information, and Other Employer Information functions.

Correspondence Fund Control

Identifies correspondence funds this role can access. Access level for the Correspondence function must be Display or higher.

Status Codes Control

The status codes the role can add, edit, or delete in the Member Status Dates function when the role's access level is at least Add.
Pension Action Code Control The pension action codes for which the role is limited to display-only access in the Action Codes and Credits window even when the role’s access level is higher than Display.
Table fields
Session

The session, (e.g. Home, Member, Dependent, Employer, etc.).
Classic A check in this column indicates a function that opens in a Classic (text-based user interface) session. If a menu item is Classic, the access level can only be None or Display.
Module The module the function applies to. For example, the CON (Contributions) module has many functions: Member Contributions, Employer Wage Types, Work History, etc.
Home Menu The Home-Session sub-menu under which the function can be accessed. If the column is blank, then the item can't be accessed from the Home Menu.
Area The area, under the session menu, where the function displays.
Function The window or screen.
Subtab A subtab on the function. If this is blank, the function doesn't have any subtabs.
Feature The feature of the corresponding subtab. For example, the Bank Information feature on the Sequence subtab.
Access Level

The default access level is None for all rows. If new functions are added, the access level is None by default. Depending on the function, some access levels might not be available.

  • None—The role doesn't have access. The function won't display on any menus and won't be available on Home session the Personalize option.
  • Display—The role can view, but can't add, change, or save data.
  • Add—The role can only add a new record and can't update an existing one.
  • Update—The role can view, add, and update existing data.
  • Delete—The role can view, add new data, update, and delete a record.
    • Note: Classic functions can only have None or Display access.
  • New—A check mark indicates that a new function has been added. New items have access set to None by default.
Change Selected Row Access Bulk change option that applies the selected access level simultaneously to all of the selected rows.