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How do I assign roles and link them to users and selections?

Here you have a example on how you can work with the roles

1. Create a new role
2. Assign a selection to a role
3. Add role to a specific selection
4. Assign a role to a user

 


Create a new role

Log in to the admin client

1. Open Settings - System Settings
2. Go to Persons and Roles
3. Click Add

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4. Name the role: Auto mechanics
5. Write an appropriate description, e.g., "Role for mechanics."
6. Select an icon
7. Click OK to close both windows

add_role

 


 

Assign a selection to a role

Once you've created selections that you want more users to see, you'll need to edit the assignment for your selections and assign them to one or more roles or persons.  


You can do it in different ways: 

Assign selections to a role via system settings

Log in to the admin client

1. Go to Settings - System settings
2. Go to Persons /Roles 
3. Choose Edit assignments
4. Press Selections

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5. Check the boxes you want to assign to the new role.
Example: 
Recent events - last 24 hours
Recent events - last 3 days
Recent events - last week 
6. Press Save and close

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Add role to a specific selection

Log in to the admin client

1. Go to selection group Acme
2. Right click on your selection External Service
3. Choose edit 

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4. In the field for "Assigned to roles and users" write Auto mechanics
5. Click on Auto mechanics in the list
6. Press Save and close

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Now those who have the role Auto mechanics can see the selection External Service in the list on the left when they log in.

 

Assign a role to a user

Log in to the admin client

1. Super search for Laura Sabra
2. Open her personcard

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3. Go to tab User settings
4. Click on the three dots (...) by roles
5. Mark the role Auto mechanics
6. Press OK
7. Save and close the personcard

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