When creating or editing an Encompass user, clicking Save & Edit Security Roles will take the administrator to the Edit Roles screen. To navigate to this page from elsewhere, go to the drop-down menu in the upper right corner, and then select Setup.
Click on Users in the Maintain Users box.
Click on Edit Role next to the user.
Select the roles by using the checkboxes to the left. If this is a new Administrator being added, simply click Select All towards the right above the checklist. Once the appropriate roles have been selected, click Save.
Success Message will be shown.
There are some roles that is only recommended to give users unless they truly should be doing "administrative" tasks:
- Company Setup
- Purge (anything) -- i.e., Employees (Purge), Log Files (Purge), etc.
- KellerMobile Admin - Grant if the user is expected to help with assigning ELDs to vehicles, managing the KellerMobile Device List, and KellerMobile default settings.
- User Maintenance
Why limit these roles? The above roles play crucial roles in the way the system is setup and behaves. The fewer administrators there are, the more difficult it becomes to make errors.
A purge in Encompass is a true delete of data. Even though some links may read "del" and NOT purge records, a link that reads "purge" means a true delete. There's no getting data back (no roll back, no undo), if data is purged. There are several steps to purging data so it's difficult to accidently delete data. Can Client Services get data back that was inadvertently purged? Maybe. It depends on how soon the error is realized, which data was purged, how many records were involved, and how much money it may cost to restore. Some decide it is better to simply re-enter the data. Keeping the number of administrators limited helps keep errors like this in check.