Admin - Roles

Overview

Roles and the associated permissions are a very important part of the Portal, providing us with a high level of customisation.

A Role is a group of users that have a shared set of defined permissions. The default Roles that have been created include;

• System Admin: users with System Admin role have full system access. It should also be noted that the System Admin Role cannot be edited or deleted.
• Admin: users with the Admin role can access all areas of the system, except remuneration and user permissions.
• User: users with the user role can access all user functions, except invoice approve and admin.
• Approver: user with the approver role, are able to approve invoices

One or more roles can be set as default. Default roles are assigned to newly added/registered users by default. This can be set or changed by the System Admin.

Our default Role for all new users is User.

Permissions

As a user with Admin - Role permissions, you will be able to Create, View, Edit and Delete Roles from the Portal.

To access user Roles, you need to have the following permissions

• Roles.View
• Roles.Create
• Roles.Edit
• Role.Delete

Create a Role

To create a Role, click on the profile icon and select Administration to open the Administration Menu. Under Accounts click Roles, and then click the + Add Role button in the top right. Give the Role a unique name and click confirm.

If you wish users to have this role and its associated permissions by default you will need to check the Default Role button. If you wish to assign the new Role to specific individuals, you should leave this field unchecked.

Once a Role has been created in the Portal you will need to add the Role Permissions.

Role Permissions

Now we know that Roles are used to group Permissions, we can set the Permissions of a Role. You can edit Permissions of existing Roles or create a new Role with its own unique Permissions.

To add Permissions to a Role, click on the Role and select the checkboxes for the new Permissions you wish to add to the Role.

Click the save button for the new Permissions to be applied.

Edit a Role

To edit a Role, click on the Role Page and then click on the Role you wish to edit. You will be presented with a side menu and select boxes. Selecting and Deselecting a Permission will modify the Role.

Remember to click Save once you have selected the desired Permissions.

Delete a Role

To delete a Role, click on the Role Page and then click the trash icon for the Role you wish to delete. Please be aware that any permissions linked to to this Role will be removed from any users who have this Role selected.