Roles & Restrictions

Security in PastPerfect Web Edition is controlled by user accounts and roles. Each user is assigned to a particular role, and restrictions are based on the roles. For instance, you may have a role for "Curator" who has full access to the Catalogs and Accessions, but is restricted from Contact and Development functions.

The first step to setting up new users is to create the roles and assign the permissions for each role. Once that is done, you can add new user accounts and assign them to a particular role.

Roles and restrictions are managed from the Setup Roles & Restrictions screen under Settings on the Main Navigation Bar.

Add New Role

1. Click the "New Role" button on the Setup Roles & Restrictions screen
2. Type in the name of the role and an optional description
3. Click "Save"

By default, a new role has full access to the program, but you can assign particular restrictions.

Assign Role Restrictions

1. Click the Role hyperlink on the Setup Roles & Restrictions screen
2. Click "Edit"
3. Place a check next to the areas/functions to which users in this role should NOT have access. Click here for a list of brief descriptions for each restriction.
   • You can also edit the Role Name or Description
4. Click "Save"

Delete Role

1. Hover your mouse over the Role row on the Setup Roles & Restrictions screen
2. Click the Trash Can icon on the right side of the row
   • Note: You cannot delete a role to which users are assigned.