{"id":925,"date":"2022-04-08T16:23:46","date_gmt":"2022-04-08T14:23:46","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&p=925"},"modified":"2024-10-18T14:39:03","modified_gmt":"2024-10-18T12:39:03","slug":"adding-new-roles","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/adding-new-roles\/","title":{"rendered":"Roles – Set them up"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

[Reading time: 2 minutes<\/em>]<\/p>\n\n\n\n

Overview<\/h2>\n\n\n\n

The \u2018Roles<\/strong>\u2018 module in the Maker<\/strong> allows configuration of rights of users in the Maker<\/strong>, the Reporter<\/strong> and in “My account”<\/strong>, such as creation, modification, deletion, export, import, etc.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

If certain permissions are not associated with the role, some actions may not even be displayed for the user.<\/p>\n\n\n\n

The list of everything the user can see or do in the Maker will depend on his role.<\/p>\n\n\n\n

Note: if the user is super-admin and manager, his role is ignored in the Reporter and Maker.<\/em><\/p>\n\n\n\n

Unlike profiles, a user can only have one role.<\/p>\n\n\n\n

Prerequisites<\/h2>\n\n\n\n

To set up their role in the Maker, users must have a role that allows them to modify their own information ( Maker > Users > Roles > All apps > My account : modification \u2705).
Note: if you have the right to modify all users (Maker > User > Roles > Maker > Users: modification \u2705) you will be able to modify them regardless of the \u2018my account\u2019 settings.<\/em><\/p>\n\n\n\n

Configuring (Maker)<\/h2>\n\n\n

The ‘Role’ sub-module can be found in the Maker’s ‘Users’ module.<\/p>\n\n\n

You will find a list of previously created roles, if any. You can create up to 50 different roles. <\/p>\n\n\n\n

For each role, you can: open it (arrow), duplicate it, view its history, view its dependencies and tags (cogwheel), modify it (pencil), delete it (bin). If the bin is greyed out, you cannot modify a role that is in use by a user. Click on \u2018view dependencies\u2019 to find out where.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n

Each role has three tabs<\/strong>: Maker, Reporter and All apps, with specific rights that will match your needs.<\/p>\n

The role interface looks like this:<\/p>\n\n\n

\"\"<\/figure>\n\n\n

You can access 3 buttons\u00a0<\/p>\n\n\n

\"\"<\/figure>\n\n\n
    \n
  1. Edit mode:<\/strong> allows you to configure each module’s rights separately, which can come in handy for users who have limited needs for the Maker\/Reporter.<\/li>\n
  2. Options:<\/strong> for giving\/revoking a particular right (e.g. creation) on all modules.<\/li>\n
  3. Disallow the Maker (or disallow the Reporter) :<\/strong> the user won’t have any access to the Maker (or Reporter).<\/li>\n<\/ol>\n

    Note: creation, modification and deletion rights cannot be granted without reading.<\/em><\/p>\n

    When edit mode is activated, each module looks like this:<\/p>\n

    \"\"<\/p>\n

      \n
    1. Drop-down menu next to the module title: giving\/revoking rights on all sub-modules.<\/li>\n
    2. On\/off button: access to the sub-module, the user is on read-only, if no checkboxes below are checked. If the button is off, the sub-module is greyed out in and disappears from the menu (disabled in the Maker, Reporter or My account).<\/li>\n
    3. Checkboxes: check the rights you wish to give the user. You can check multiple boxes or none, depending on your needs.<\/li>\n<\/ol>\n

      Note: other rights of the Reporter are managed directly in the Reporter.\u00a0<\/em><\/p>\n\n\n

      Give a role to a user (Maker)<\/h2>\n\n\n\n

      You will need to select a role when creating a user.
      You can always change the role later by going to the ‘Users’ sub-module.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Preview<\/h2>\n\n\n

      Depending of the role’s parameters, the user will or will not be able to perform certain actions.<\/p>\n

      Case n\u00b01: read-only<\/strong><\/p>\n

      \"\"<\/p>\n

      Case n\u00b02: creation<\/strong><\/p>\n

      \"\"<\/p>\n

      Case n\u00b03: creation+modification<\/strong><\/p>\n

      \"\"<\/p>\n<\/p>\n\n\n

      Case n\u00b04: creation+modification+deletion<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Note: you can’t delete an element that is used elsewhere.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

      We have previously covered adding new users in INO CX, now is the time for a focus on roles and how to use them.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[107],"ht-kb-tag":[147,128],"class_list":["post-925","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-configuring","ht_kb_tag-admin","ht_kb_tag-roles"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/925","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=925"}],"version-history":[{"count":19,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/925\/revisions"}],"predecessor-version":[{"id":4241,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/925\/revisions\/4241"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=925"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=925"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=925"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}