Roles

Roles refer to a collection of users who are granted specific permissions. It is to be noted that permissions are assigned to Roles and not to individual users.

On the Roles listing page, users with appropriate permissions can create, edit, delete, and modify the permissions of Roles.

💡Note: The users with view-only permissions for the User Management module can only see the Roles listing and view the permissions assigned to them.

Role Creation

To create a new Role, click on the + button on the Roles listing page.

This will open a modal where you can enter a Role Name and select a list of users that you want to add to this group.

Also, the user role-specific homepage can be set here under Select HomePage. A specific dashboard can be set as the default landing page for this particular user role for the web app as well as for the mobile app.

Alternatively, you can link users to Roles from the Edit Role section.

Once you have entered all the required information, click on the Save button to create the new Role.

Assign Permissions to a Role

To assign permissions to a Role, select the Role to which you want to grant permissions and click on the Edit Role Permissions icon, as shown below:

When you click on the Edit Role Permissions icon for a Role, a modal will appear displaying a list of modules and the permissions that can be assigned to each module.

After selecting the appropriate permissions, click on the Save button located at the bottom of the modal to save the configuration for the Role.

💡Note:

1. Please note that when you grant ‘write’ permission to a module for a Role, the corresponding ‘read’ permission is also implicitly granted for the same module.
2. Additionally, giving permission to one module may result in implicit permission being granted to another module. For example, granting ‘write’ permission to the Alert Rules module will also implicitly grant ‘Data Model’ read permission to that Role.
   The below snapshot shows one example, where the selection of Alert Write permissions, grants read permissions for that module automatically. And similarly also grants read permission for Data Model.
   
   
   
   Logging in with such a user will give access to that user with a read-only view of the Data Modelling workspace.

Updating Role’s Default Homepage and Users

In user management, you can set a specific homepage for each user role. This means that when a user with a specific role, logs in, they will be directed to a personalized dashboard that suits their role. You can choose a different dashboard for the web app and the mobile app if desired.

1. To update the default landing page, you can edit the role by clicking on the Edit button.
   
   
   
2. On clicking the Edit button, a pop-up will open, where you can modify the preference for the homepage for the web app and mobile app under Select HomePage. Similarly, Users can also be updated for the role from this pop-up on the Edit screen. Clicking Save will update the details for the specific role.
   
   

Roles Deletion

To delete specific Role(s), follow these steps in the User Management module:

1. Locate the Roles(s) you wish to delete and select the checkbox next to their names.
2. Click on the Delete Roles icon.
   
   
   
3. A pop-up window will appear, asking you to confirm the deletion of the selected user(s).
   
   
   
4. In the pop-up, type “Yes” in the provided text box to confirm the deletion. Click on the Delete Roles button.
5. The selected Roles will be deleted.
6. Similarly, to delete some particular user, the Delete Role Icon can be used across that particular user.
   
   
   

💡Note: Please note that any user with write permissions to the User Management module has the ability to delete any Role.

Further Reading

1. Users