The Table Roles
As already mentioned in the introductory chapter, users are not assigned access rights directly. Instead, so-called Roles are created first, which are then attributed all access rights required for certain fields of activities. Then, each user is assigned all roles he needs for his field(s) of activities.
In order to create a Role, first click on the register Roles to open the corresponding table. Here, you can either inspect all existing roles by using the button Search or create a new role by clicking the Create a new object in the task bar. Note that the dependent table displayed in the lower part of the Table mask also immediately switches to the table Role -> Privileges.
Each Role is defined with the following data:
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Identifier for the Role. This identifier has to be unique because it is used for internal references by the software. |
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Plain text definition of the Role |
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Freely definable comment |
After a new Role has been created, you can mark it by clicking on the data record. After a record has been marked, all privileges are available for selection in the dependent table Role -> Privileges in the lower part of the Table mask.
The rights for accessing tables and data as well as for executing functions there are called Privileges. Generally, two different variants are available for access rights to tables: one allowing read-only access (appendix Search) and one allowing complete access including editing rights (no appendix). For example, the right Master Data General: Airports would allow to access, edit, add and delete airport data records while the right Master Data General: Airports Search would only allow to access and read airport data.
In addition to table access rights, Privileges for the execution of functions are also available for assignment. This includes, for example, rights for printing out contracts (Contract: Print Document) or for performing invoicing processes (Billing: Invoice Hotrun) etc.
In the table Role -> Privileges, you can select all access rights you want to assign to the currently selected role by marking the checkboxes Active. Two buttons are available to facilitate the selection: By clicking Select All the complete list of privileges is marked, while clicking Deselect All clears the current marks. After you have completed the selection, the assignment of Privileges is stored by clicking on any data record in the table Roles.
Please also consider the following video: Create and assign a role: |