Table of Contents
Role administration
Menu: Settings → Roles
A role includes all available rights of a user group. This will be assigned to a single user in the user master(User administration). Below you will find a detail description on how to create and edit a role and information about the individual rights of a role. A user can obtain several roles and hence he can set up his program according to his different activities.
Create a role
To create a new role you just have to click on “Create new role” in the “I Want To” panel. The following page will appear:
Search for a role
To search for a role, you just have to enter the name of the particular role under the menu point “Settings” → “Roles”.
Edit a role
You can define via the startpage drop down list which of the following menus should be displayed automatically after login of an user:
You can find more information about the configuration of the startpage under Web.config.
All available rights are listed on the left side. All assigned rights for the user role are listed on the right side.
It is impossible for an administrator to add additional rights to a role, since all rights are deeply rooted in the system.
The rights are hierarchically structured. Eg.: Case.Attachment.Create.Private
Case: Function create/edit Case (Main group) Attachment: Attachment Create: Create case Private:Create a private case
The most important main groups are explained below:
- Analysis: Contains all rights, which are connected with the analysis function (e.g. Export to Excel, Reports, Monitoring …)
- Case: Contains all rights, which are connected with creating, editing and deleting of Incidents.
- Problem: Contains all rights, which are connected with creating, editing and deleting of Problems.
- Customer: Contains all rights, which are connected with customers (e.g. Create, edit, delete a customer).
- EmailTemplate: Contains rights for creating and editing Email templates.
You can find a complete list of the rights in the chapterUser rights.
