Role

Roles function manages the roles in the system. Each role can be assigned to 0 to many functions (permissions).

Each user inherits the functions of role .anno and role .auth.

By default, the system creates those 2 roles without any functions.

Each user has a type and inherits the functions of the role user.type.xxx, where xxx is the type of the user. If user does not have a type, it inherits the function of the role user.type.default.

This makes your user administration much easier. For example, department A has 10 users, they need the same functions. You can create a role called user.type.departA and assign functions to this role. And set the type of all the user in department A is departA. Then all the users in department A will inherit the functions in the role, user.type.departA. No roles to create and to assign to the users are required.

Click the "Roles" in the left navigation menu under List management, a new "Roles" Tab folder will created in the right panel. There are 3 sub-Tab folders, Search Role List, Search result Role List and Create New Role List.

Screenshot

a) Search Roles List

Search Criteria

Role Name Name of the role.
Description The description.
AND and OR Select AND radio box if you want those criteria add together.
Select OR radio box if you want to get the result of either criteria meet

Functional buttons

  1. Find:
    click Find button to search.
  2. Clear:
    click Clear button to clear all the criteria.
  3. Complex Search:
    switch to Complex search mode.

b) Search Result Role List

Screenshot

The top part is the table, shows the list of the sanction list that meet the search criteria. The bottom part is the details, and the Functions of the selected entry.

Each entry can have 0 to many functions. (See Functions(Permissions) for details on Functions.

The .anno and .auth and user.type.xxx are not show in the Roles Tab. All the users will inherit them by default

c) Update/Delete Role List

Double Click the selected record in the table to modify this entry. A new Tab folder "Update/Delete Role list" will be added, as show below:

Screenshot

Functional buttons

  1. Update:
    Make changes on the role list, and save and switch back to "Search Result Role List" Tab. Some of the fields in this form are read only, like Role Id, created/modified user and date.
  2. Reset:
    reset the data to its initial value, discard all the changes.
  3. Cancel:
    Cancel this change and switch back to "Search result role list" Tab.
  4. Delete:
    Delete this entry; this will also revoke the permissions that are assigned to the role if any. Then switch back to "Search result Role list" Tab.
  5. Permissions:
    assign permission to the user. Click this button will open a pop window will open, as follows;
Screenshot

Grant or revoke the permission (function) to the role by check or uncheck the checkbox besides each function.

  1. Update:
    Click Update button to update the changes and close the pop window.
  2. Reset:
    reset the data to its initial value, discard all the changes.
  3. Cancel:
    Cancel this change and close the pop window.

d) Create New Role:

Select the "Create New Role List" Tab to create a new entry.

Screenshot
Field Name Descriptions.
Role Key Unique record identifier.
Role Name Name of the role, it must be unique with the system.
Description Description of the role.
CreatedByDate Date and Time when the entry is created. It is a read only field.
CreatedByUser User who create this entry. It is a read only field.
ModifiedByDate Last modified date and time; It is a read only field.
ModifiedByUser Last modified user; It is a read only field.

Functional buttons

  1. Create:
    Click the Create button to create a new Role entry and switch to "Search result Role List" Tab.
  2. Clear:
    Click the Clear button to clear all the fields to empty.
  3. Cancel:
    Click the Cancel button to cancel operation and switch to "Search result Role List" Tab.