How do I add a KeyNet Role (a.k.a menu option) to multiple employees?

2 min. readlast update: 03.07.2024

KeyNet security is maintained within Keystone Client.

There is a utility to do mass updates of KeyNet roles - In Keystone Client, go to General System Administration -> KeyNet Parameters -> Update KeyNet Security Records (KE0136) .

In the Roles box, select "Add a Role".  With the cursor in the white box, use the  or F8 to locate the role and select, "OK"

A listing of all employees will display. To add this role to all employees, select, "All". The role will be added to all employees that did not previously have this role.

Otherwise, to add this role to a select group of employees, select "Filter Employees".

The system allows to filter employees by specific criteria,  Select the criteria to use as a filter and "OK". If you need to add the role to employees in multiple fields, leave all criteria blank and click, "OK".

The system returns to the Update KeyNet Security Records (KE0136) screen, select, "OK".

The list of filtered employees is available for selection.  To select specific employees, use the CTRL key and select the employees or use the "ALL" option.  Employee record highlighted in blue will have the role added. Click "OK".

To add KeyNet roles (a.k.a KeyNet menu option) to a single employee refer to the article:

 How do I add a KeyNet Role (a.k.a menu option) to an employee?

A list of all available KeyNet Roles (a.k.a menu options) categorized by module, can be found on our Client Care portal, under Documents -> User Manuals -> KeyNet Menu & RolesHere is a link to that document

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