Role

Depending on the nature of the work, roles are defined in the system. Each role is given some set of rights or privileges to access the application and carry on the corresponding transactions.

You can define new roles in the system and allocate privileges to the roles through Define Role screen. This screen also helps you to add new privileges and remove the existing privileges from the role. It also allows you to associate the defined role with the profiles.

You can also modify the existing roles through this screen.

To create role:

1. On the System Administration module, click Basic Configurations, and then click Role.

2. Enter role code and display name in Role and Description fields respectively.

3. Select Status of the role. If the status is set as ACTIVE, then users can be defined under this role. If the status is set to INACTIVE, then no user can be defined under this role.

4. Select the role validity period in Valid To and Valid From field. This validity period indicates the duration for which the role is valid.

5. In the Originating Source panel, select Web, Mobile, or Webservice.
   Web: The roles that are selected as web can access the application only through web.
   Mobile: The roles that are selected as Mobile can access the application only through mobile.
   Webservice: The roles that are selected as Webservice can access only the Webservice application.

6. Select Is Admin check box, if the user role is Admin or Super user.

7. In the List of All Privileges grid, the privileges that are defined in the system are displayed  by default. Click the [+] link to expand the privileges. Select the required check box(es) against the privileges available in the list to allocate privileges to the new role. Click the [+] link against the heading List of All Privileges to expand all the privileges.

8. In the Profiles grid, select the profile check box to map the profile to the role defined.

9. Click the Save button to create the role and save the details in the system.

To modify an existing role:

1. Enter Role Code in the given field. Else, click the Search Lookup against the Role field. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required Role Code link from the Search Results list in Lookup Search pop up window. The role details appear in the screen.

2. By default, the list of all privileges available in the system appears in List of All Privileges box. Click the Assigned Privileges radio button to view the privileges allocated to the selected role. Click the [+] link to expand the privileges. Select or clear the required check boxes against the privileges available in the list to add or remove privileges from the role respectively.

3. Modify the other details like, Role Description, Validity Period, and Role Status, if required.

4. Click Save to apply the modifications.