Assign a task to a system role

  1. From a system role, select the Tasks tab.

  2. Select Assign tasks. The Assign Tasks screen appears.

  3. Select a functional area and mark the checkbox for a task to grant access to that task for users assigned to this system role.

    When you grant access to a task and select Display on home page, the task appears on the Home page of all users assigned to the role. However, if the role grants users rights to customize the Home page (and they are not assigned to any other role that denies those rights), users can remove tasks if they want to.

    Any tasks to which a user has access, but that have not been selected to display on the Home page are still available to the user through the functional area.

  4. Select Save and return to the Tasks tab.