UBS Knowledge Base

How to create custom security roles

The Eclipse program comes with a number of default security roles, however if you wish to change these you can create custom roles.


  1. In the Stock & Accounting module, navigate to the Staff tab, then click Security Roles.

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  2. Select a Security Role, and click New/Copy.

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  3. Re-name the security role.

  4. Select which Features/Functions you want this role to have access to. (You can use the search field if you have trouble finding a specific task).

  5. Click Save.

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