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:
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.
Figure 1 The View Roles Page Clicking
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.
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:
The View Roles page is displayed, as shown in Figure 4.
Figure 4 The View Roles Page
The Update Role page is displayed, as shown in Figure 5.
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.
Alternatively, you can select the respective options for the required access.
The Website (Beta) link is now displayed in the Account Manager’s login. |