Under the 'Role Association' section on the Resource page, the resource name can be restricted to appear in the various resource drop down lists in the Equus Platform.
Note: If the record is saved with the value <**Please Select**> in the Company Association Default Rule field the resource will have access to all Roles by default.
Click on the Default Rule to select either: <Deny All Roles> or <Allow All Roles>. Next, add a new Role Exception row by clicking on
.
To add multiple rows, enter a value in the field next to the
button, then click
.
Depending on the Default Rule, specify whether you want to include or exclude a role by clicking on the downward facing arrow and selecting a value from the drop down list. Click on
to save the changes.
To restrict the resource name to various drop down lists, select <Deny All Roles> and specify the role in the role exception section. Click on
to finalize the changes.
The list of resource roles can be viewed and edited on the Resources Roles screen.
