User Roles View
User Roles can be used to easily assign which users have access to which roles, and vice versa.
User Role Features
When a user has access to a role it means that user can run the system under that role with all its associated functionality and customisation. Users can not mix roles, they are always running under a single role. At any point a user can switch roles and the system will reload and run the application under the new role.
Note
A user must belong to at least one role. Without which they would not be able to access anything, and be unable to login. Whenever a user does login they are always logged back into the same team they were running under before is they have more than one possible role.
User Role Properties
User Roles have the following properties:
| Name | Description |
|---|---|
| [Key] [Required] User |
The User you want to provide with access to the role. This column will be auto-populated and hidden when viewed from a User itself. |
| [Key] [Required] Role |
The Role you want to give a User access to. This column will be auto-populated and hidden when viewed from a Role itself. |
Note
When creating a new item, this view auto-pops up a grid for selecting the roles you want to add to the user (when viewed from a user itself, otherwise it would be the users you want to add to a role). This enables you to select a large set of roles at once to easily provide access to large sets of users. Likewise you can use our export/import tools to quickly modify which users have access to which roles.
Commands
Note
A User Role has the standard set of commands and functions when being viewed from a grid. See our standard grid functionality.