Roles and Access controls
Different roles could be defined for different levels of access to the system. If the company only has one employee,
roles do not need to be assigned manually since the first employee registered into the system is assigned to all roles that the company has access to. All access controls are based on roles.
Each role will have access to one or more pages, while every page represents a specific functionality of the system. Each employee could be assigned for one or more roles.
Therefore, the pages each employee can access can be controlled.
The system includes a few pre-defined roles that cannot be changed or deleted. These roles should satisfy smaller businesses’ need.
When on the Roles page, a table with all available roles is displayed. The table contains five columns; the first column is for the management of employees on role, the second column is for access control on role (to award the access to a specific role), the third column denotes the system (the tab in menu bar) the role belongs to, the fourth column is the name of the role and the fifth column offers operation for edit mode. Operations cannot be performed on pre-defined roles and therefore the fifth column is empty for those roles.
Employees roles
In the Employees on role column employees can be assigned or removed from roles. This is done by hovering over the employee icon and then a small window will appear as shown below.
This window displays whether employees have been already assigned to this role and there is a button to Remove and Add employees to the role.
An employee can be removed from the role by selecting its name from the list and clicking the Remove button.
To assign roles to an employee the Add button should be clicked and then a new window Choose employee/s will be displayed.
In the new window, you could simply select employee’s name from the list and then click Add button.
Role management
The Role management will enable you to change the name of a role, the functions/department the role belongs to and which pages should role have access to.
Predefined roles cannot be changed. Role management can be divided into two parts, page management and the role management itself.
Role pages
The pages that allowed being access can be added or removed from roles easily.
When hovering over the pages icon for a certain role, a new window is displayed. This window will display a list of all the pages already assigned to the role and has buttons to Remove and Add accessible pages to the role.
Accessible page can be removed from a role by clicking its name and then click the Remove button.
To add an accessible page to a role, you could click the Add button and then a new window will be displayed. A page will be assigned to a role by selecting its name from the list and then clicking the Add button.
Roles
For those roles that can be edited, you can click the button in the last column of table to enter edit mode. This button is not available for predefined roles.
When you click the button, you can enter edit mode and change name or the system it belongs. There are three buttons displayed in the last column of that line. The left most button cancels the change, while the middle button confirms the change and the right most button deletes the role.
To change the system the role belongs to, you could select a system drop down menu. When the system has been selected, you can select the page this role has access to in the Access control on roles and click the middle button to confirm.
Create roles
At the bottom of the table a new role can be created.
To create a role, you need to select the system the role should belong to in the System drop down menu and a name for the role should be given in the Role input field.
Next, the green button in the last column of the line should be clicked and then a window which displays available pages for the role will pop up.
Pages are assigned to the role by selecting the page name and then clicking the Create button.