Roles

On the left-side menu bar, click Main Data > Roles.

A

Roles workspace

B

Command button

The Roles workspace is divided into the following columns:

  • Name: name of the role.

  • Description: brief description of the role.

In the Roles workspace, click a role to display the related Role Details card.

On the upper-right corner of the Roles Details card, click the Close button to exit the Role Details card (without saving any change).

Two roles are displayed by default:

  • Default-full control: the user linked to this role can do every action in the application.

    Default readonly: the user linked to this role can only read the information stored.

  • It is not possible to edit/clone/delete these two roles.

On the upper-right corner of the Roles workspace, there are the following command buttons:

  • Add: click to add a new role into the Roles workspace.