Index
Speaking of roles...
In Houaiss Portuguese Dictionary, we can search for the following meaning for the word "role": "duty, legal, moral, professional obligation or assignment, function that is performed or fulfilled". The roles should be registered aiming at identifying the different functions available in the company. The relationship between roles and users makes the identification of users able to perform determined task in a workflow easier.
Examples of Roles
- GER - Managers;
- DIR - Directors;
- FIN - Finances;
- PRG - Programmers;
- ANJ - Analysts (Junior);
- ANS - Analysts (Senior);
- ADS - System Administrators.
Information Register
To register Roles, go to “Roles” in the People container of the Control Panel
The relationship between User and Roles is established in the option Users and upon creating and/editing a role. It is important to remember that the same user can be associated with more than one role, according to the functions he or she has.
All users created on the platform are assigned to the “user” role, which cannot be deleted or edited.
To become an administrator user, they must be assigned to the “admin” role. This role provides the assigned user with several privileges such as:
- They can access the Control Panel to handle their administrative resources on the platform such as register users, change user passwords and permissions, etc;
- They can browse through all the documents except for the My Documents folders belonging to other users, and also edit or delete a document regardless of the applied security;
- They can query workflow requests even if they are not participating in the process.
Use
In the platform, the roles are used to:
Restrict the list of users when assigning a task. This filter is carried out using the assignment mechanisms available.
Displaying roles
01. In the main menu, click Control Panel, then check People container and click Roles.
Add role
01. In the main menu, click Control Panel, then check People container and click Roles.
02. Click Add.
03. Enter the code and description.
To avoid inconsistencies, the role code must not contain special characters.
04. Enter the users who will be part of this role.
If necessary, it is possible to remove a user any moment while creating the role, just select the user and click Remove.
05. To add more information, you should click Register Additional Information.
It is possible to add specific fields for a group.
E.g.: Department to which this role and/or Person responsible belongs (a coordinator or director).
06. Click Save.
Edit role
01. In the main menu, click Control Panel, then check People container and click Roles.
02. Select the role you want to edit.
03. Click Edit.
04. If necessary, change the role description.
05. In Users of role, click Add.
06. Enter the user.
If you want to delete a determined user from the role, select the user and click Remove.
07. Click Save.
Delete role
01. In the main menu, click Control Panel, then check People container and click Roles.
02. Select the role you want to delete.
03. Click Delete.
It is not possible to delete roles with related users.
04. Click OK.
Associate a role with a user
There are two ways of associating a role with a user:
1s by the role itself.
2nd by the Users/Edit/Register Roles/Add button option.
Please note!
This documentation is valid from the 1.6.5 update - Liquid. If you use a previous update, it may contain information different from what you see on your platform.
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