How to Create New Role?
Click on the create new role option, and you will be redirecting to the below screen.
Now fill the details of the role such as name and role description.
Assign the task and access based on the requirement of the role.
Now, click on apply to save the role for future use.
Steps to use Role-Based Access Control
To start with the role-based access control, you need to click on role management from the profile drop-down options.
2. Now, you need to select the particular role from the role details tab. This tab consists of the role-based information categorized in three fields, i.e., name, description, and actions. In this tab you will also get the option for adding a new role, it can be found from the top right button in the tab.
Input | Description | Examples |
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Name | In this field you will get the details of the role. | User |
Description | This section will provide brief information about the role. | “This role provides sapper define access to all users. |
Actions | This section consists of two aspects Delete and Users. From this field, you can delete the role or can view the user details based on your requirements. |
Users for Role
The user’s for role field associated with the information’s related to the specific user. This filed consists with two options i.e., available and selected users. You can select the required users from the available list as shown below.
3. To provide the specific access you need to select the role and you will be redirect to the specific tab. Here, you will get the options for providing access to view, create, edit, execute, delete, download, review, and clone for the particular task based on the role. After you select the particular option you need to click on apply to save it for the particular role.
For example: If you want to give the report view and review access to the assistant admin then you only need to enable the view and review option and disable the other options.
Input | Description | Examples |
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View | If you select the view option for any particular task, then it will be represent as providing access for viewing the task associated with the particular role. |
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Create | If you select the create option for any particular task, then it will be represent as providing access for creating the task associated with the particular role. |
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Edit | If you select the edit option for any particular task, then it will be represent as providing access for editing the task associated with the particular role. |
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Execute | If you select the execute option for any particular task, then it will be represent as providing access for execute the task associated with the particular role. |
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Delete | If you select the delete option for any particular task, then it will be represent as providing access for delete the task associated with the particular role. |
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Download | If you select the download option for any particular task, then it will be represent as providing access for download the task associated with the particular role. |
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Review | If you select the review option for any particular task, then it will be represent as providing access for review the task associated with the particular role. |
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Clone | If you select the clone option for any particular task, then it will be represent as providing access for clone the task associated with the particular role. |
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