Role

Role allows to create secured roles for the users. It grants security access to Menus, Table, Reports, etc. It determines which dashboards a user sees when they login into the application and which action they can perform.

To add a new Role, Select the Role under the System Administration in the App Tree (left-side panel), click on + Add New Role.

• Role Name: Enter the name of the Role. (Must be unique)

• Active: Allows to temporarily disable the user if left unchecked.

• Cancel: Discards the entered details and returns to the Role menu.

• Finish: Saves the entered details and creates a new role in Role menu.

Review existing Roles in the Role Menu.

Click on the Role Name to edit the Role.

There are various categories to adjust security setting to certain roles. Once a category is selected, apply specific rights in the Privileges section.

Categories are:

1. Admin: Sets full security access to System Administrator.

2. Designer: Sets access to each of the Design Center tools (Menu, TableForm, Links, Triggers, Workflows, Reports, Templates & Application Help.

3. Dashboard Access: Sets access to each selected Dashboard in the application.

4. Table Access: Sets security access to any Table within the application. These settings govern which TableForm a user sees on the dashboard when they login and what functions they can perform. Additionally, Table can be displayed using a filter to select a menu in the top.

5. Report Access: sets access to Reports within the application. These settings govern which Reports a user sees on the dashboard when they login.

6. Other: gives optional access to:

• MyDash - Allow user to make custom dashboard.

• Unlock Record privilege - Allows user to unlock previously locked records.

Privileges are:

• Assign All Roles: gives full access to all the objects listed in the category.

• All: User can create, read, update, or delete Table records (or) access to design center/ admin toolsets

• Create: User can create new Table records. Auto applies R.

• Read: User can read Table records and not able to create or edit Table records.

• Update: User can edit an existing Table record. Auto applies R.

• Delete: User can delete an existing Table record. Auto applies U & R.

In the footer, there are few options:

• Delete: Allows to discard the Role permanently.

• Cancel: Allows to discard all changes and return to previous state.

• Save: Save all changes.

Additionally, In the Role Menu

Click on the edit icon below the Action to edit an existing Role Details (Name, Active).

Click on the delete icon below the Action to delete an existing Role.