Creating Roles - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Electronic-Plan-Review/Foundation-23.1/Electronic-Plan-Review/Configuration/Creating-Roles - 2025-04-01

Electronic Plan Review
Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Premier
Standard
Essential

To create the Roles used by your Plan Review solution:

  1. Log on to the OnBase Configuration module.
  2. Navigate to Document | Plan Review | Roles. The Plan Review Roles Configuration window is displayed.
  3. Type the name of your desired role.
  4. Click Create.
  5. Click Close.