Add New Dimension Roles

Use the Dimension Role Setup submodule to add new dimension roles.

To use the Dimension Role Setup submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new dimension role:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new dimension role.
  3. In the left pane of the Settings screen, click Dimensions > Dimension Role Setup.
  4. On the grid toolbar, click Add .
  5. In the Role Name dialog box, enter a name for the dimension role that you want to add and click OK.
  6. You can edit the Role name field by double-clicking on it.