Creating and Assigning Users to a Role

It is, of course, possible to create one rule for each vessel and add the actual person (user) to the level in question. However, a different approach would be to use a “role”, which will only require one rule that would apply to all units to achieve the same thing. In some instances, the approver should be a position or a role for a single unit, as it is likely that different people fulfil this role for each individual unit at different times. Here is how you would do this

1. Create your Unit and/or Fleet roles.

2. Assign users to the different roles

3. Select the role as the approver for an approval level

How to create and assign users to a Role?

1. Click the Add New Role button in the top grid menu bar.
2. Click Administration | Role.
3. Enter a name for the “Role”.
4. Select if it is:
   1. A Fleet Role: One role for the entire fleet of units.
   2. A Unit Specific Role: A Unit specific role (only one per unit).
5. When the role has been created, select it in the top grid.
6. Click the Add new User button in the lower grid, to assign a user to the selected role.
7. Select the user that should hold the role, by clicking the […] button in the Name field.
8. Select the “Unit” where the selected user has the role. If you have added a “Fleet role”, the unit field will be locked and say “Global” since the role is fleet wide.

How to use a “Role” in an approval rule?

1. Create at least one Role as described in the item above.

2. Once at least one role has been created, you will be given the option to either select a user or a role, when assigning approvers to an approval level.

3. Select [Role] and select the role that should be the approver for the level.

4. When using the [Check rule] you will see that any users assigned to a level based on a role will show the role in the “Role” column in the simulated approval.