Roles
A user role is a set of privileges that is assigned to a user or user group to allow the user or user group to perform certain tasks and manage certain sessions. A user must have a valid user ID.
Overall Role Navigation
The Roles tab provides a comprehensive overview of the various user roles defined within the platform and the number of users assigned to each role
Adding a New Role
Step #1: Go to the Security section; then in the Roles tab you will find in your right-hand side of the screen the button to " +Add" a role.
Step #2: A new pop-up window will come up requesting a new role name to be created. Please note that such a name cannot be duplicated!
Step #3: You will need to select all of the different attributes that each role will have. Let’s go over them together: "General Section" Related to which screens will be visible to the users within such role.
The Roles tab allows administrators to define and manage user access and permissions within the system, ensuring each role has appropriate visibility and capabilities.
General Tab
This tab focuses on granting or restricting access to various screens and features.
Screens:
Dashboard: Control whether users in this role can view the dashboard.
Batch Status: Manage access to the batch status screen.
Auditor: Determine if users can access the auditor screen.
Workflows & Alerts:
Workflows: Set access levels for workflows (Full Access, Read Only, or None).
Alerts: Configure alert access levels (Full Access, Read Only, or None).
2. Users Tab
This section controls access related to user management.
Roles:
Roles: Set access levels for managing other roles (Full Access, Read Only, or None).
Users: Manage permissions for viewing and editing user information (Full Access, Read Only, or None).
3. Invoices Tab
This tab focuses solely on invoice visibility.
Invoice Screen: Enable or disable access to the invoice screen for users in this role.
4. Add Users Section
Located on the right side of the tab, this section allows administrators to add users to the currently selected role.
Search: A search bar to quickly find users by name or other identifiers.
User Assignment: Once a user is found, they can be added to the role, granting them the associated permissions.
Overall, the Roles tab provides a granular and flexible way to manage user permissions, ensuring data security and efficient workflow management within the system.
Searching for a Role
Step #1: Go to the Security section; then in the Roles tab you will find in your right-hand side of the screen the field to "Search" a role.
Step #2: Enter the role name of which you are searching for.
Once you find it, you can click over the first column called "Name" and this will redirect you to all of the features assigned to the role! Please note that you will be able to edit the role only if you have access within your role/user to do so.
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