Managing Roles

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Roles control what users can view, create, modify, and delete on the system. Each user is assigned only one role for a department. Hence, a user can have any number of roles, depending on the number of departments. For example, you may create one role for sales, one for marketing, and one for customer support.

You can configure roles by module, and define rights for the following tasks:

View data in the system
Add data to the system
Edit data in the system
Delete data in the system

You can navigate to the roles section by clicking Manage Roles from the Admin page. This displays a page that lists all the roles currently defined in the system, and provides the opportunity to add new roles, as shown in Figure 1.

 

Admin_userroles

Figure 1 The View Roles Page

Clicking action_icon located at the left of each role, displays a context menu which provides options to modify, clone, or delete a role. You can create a new role by clicking the Add New Role link located at the top of the page. The Add Role page is displayed, as shown in Figure 2. This page enables you to configure permissions for the specified role. The Check All link and the Clear All link on this page enable you to select all the options. The Clear All link on this page enables you to deselect the selected options.

 

admin_addrole

Figure 2 Adding New Roles

 

Note: The Add Role page contains more details, and a truncated form of the page is shown in Figure 2.

Modifying an existing role, cloning a role, or adding a new role displays a page with a grid containing permissions that can be controlled and organized by the module. When you modify an existing role, the grid will contain the current permissions, but when you create a new role, all permissions are turned off by default. Select the checkboxes to turn permissions on or off.

Click Modify to access the Update Role page, as shown in Figure 3. This page displays the modules and permissions for each part of the application separately. Users can have offline access to the application depending on the permissions set on this page. You can set permission for offline access by enabling Offline Access/View, as shown in Figure 3.

 

Admin_role_permissions

Figure 3 Role Permissions Based on User Roles

Clicking Clone displays the Add Role page. You can add a new role using this page.

Accessing Modules

To grant access to modules to a role in ConcourseSuite, you need to update the role. For example, the Accounting Manager is assigned a task to create a website for the organization. Therefore, the Accounting Manager needs to access the Website (Beta) module.

To access the Website (Beta) module:

1.Click Manage Roles.

The View Roles page is displayed, as shown in Figure 4.

 

admin_managing_roles

Figure 4 The View Roles Page

2.Click Accounting Manager.

The Update Role page is displayed, as shown in Figure 5.

 

Admin_website_access

Figure 5 The Update Role Page

To create and activate a website for the organization, the Accounting Manager must be able to Access, Add, Edit, and Delete a website in the Website (Beta) module.

3.Click the Clear All link to grant all the access to the Website (Beta) module.

Alternatively, you can select the respective options for the required access.

4.Click Update.

The Website (Beta) link is now displayed in the Account Managers login.