You use roles to configure the access a group of users has in Momentus Enterprise. Typically you create roles for departments or different user levels within your organization. Roles can control:
- Access to features within Enterprise
- Access to fields, sections, tabs, actions and screens
- Ability to edit fields
- Access to dashboards
- Access to system favorites and system views
Add a New Role
When you are creating roles, you want to create a planning document that allows you to:
- Create groups of users based on their job responsibilities
- Define specific areas that users exclusively work in
- Define specific actions that fall outside of any typical job responsibility
- Define what information is exclusive to only select users
Once you have gathered the above information, you can begin to create your roles.
- Click the Roles link from the Main Menu. The Roles screen opens.
- Click the Add button. The Add Role screen opens.
- Enter the necessary information:
- Display Name - Name of the role.
- Access Level - Maximum access level for the role. When you assign an access level to a role, you can only assign users with that access level or above to that role. This prevents a user from being inadvertently assigned a role with more access than the user should have.
- Access Level Default - If checked, the role is automatically added to a new user if the user is assigned to the same access level as the role.
- ID - Unique alphanumeric code for the role.
- Summary - Description of the role. This may include the access the role has or which type of users to include in the role.
- See Assign a User to a Role for details on the Users tab.
- Click each link for more information about the Features, Access Exceptions, Field Restrictions, Action Restrictions and Access Privileges tabs.
- Click OK.
Assign a User to a Role
The Momentus Enterprise recommended best practice is to assign one role to a user. When you have multiple roles assigned to a user, it is more difficult to troubleshoot access problems. If there are multiple roles assigned to a user and there is conflicting access, Enterprise uses the least restrictive access. To assign a role to a user:
- Click the Users link from the Main Menu. The Users screen opens.
- Select the user to assign the role to.
- Right-click and select Edit. The Edit User screen opens.
- Select the Access and Security tab.
- Expand the Roles section.
- Click the Manage button. The Add Roles to User screen opens.
- Select the role to assign to the user from the Available section of the screen. Use Ctrl+Click or Shift+Click to select multiple roles.
- Click the single right arrow to move the selected role(s) to the Selected side.
- Click OK. You return to the Edit User screen.
If the role you want to assign to the user is not available, confirm the access level on the user is the same or less restrictive than the access level assigned on the role.
Copy a Role
If you have an existing role that is similar to a new role you need to add, you can copy the role to create a new one.
- Click the Roles link from the Main Menu. The Roles screen opens.
- Select the role to copy.
- Right-click and select Tools -> Copy Role. The Copy Role screen opens.
- Enter the necessary information:
- Display Name - Name for the role.
- ID - Unique alphanumeric value for the role.
- Role Options section - The checked options are copied to the new role.
- Click OK. The Edit Role screen for the new role opens.
Edit a Role
You can change the information for a role. To change a role's information:
- Click the Roles link from the Main Menu. The Roles screen opens.
- Select the role to update.
- Right-click and select Edit. The Edit Role screen opens.
- Make the necessary changes.
- Click OK.
Delete a Role
You can delete roles that are no longer used. When you delete a role, you also remove that role from all users. You cannot undo the delete process.
- Click the Roles link from the Main Menu. The Roles screen opens.
- Select the role to delete.
- Right-click and select Mark for Delete.
- Click the Save button.
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