Custom security roles are an optional feature in PCS Axis that is setup by the PCS administrator. The security feature allows you to grant or deny user access to PCS Axis menus and menu commands as well as data entry fields.

A custom security role is a named set of permissions based on your company’s business requirements. You create a custom security role using a Parent Role as a template and then modify permissions in the custom security role as needed. Roles include permissions for menu-level items (File, Modules, Data Entry, Report/Graphs, Tools, and Field Computer) as well as field-level items (Facility Surveys, Continuous Surveys, and ROW and Pipeline).

A Parent Role is a PCS Axis installed security role with predefined permissions that cannot be modified. Parent roles include the SysAdmin, User, and Read Only security roles. After creating a custom security role based on a parent role, you can then assign it to a PCS Axis user who was set up in User Management.

Information in this section explains how to use Security Role Management to add and edit a custom security role. Topics include those in the following list: