About Roles

Updated by Cheryl Wallace

Roles define the permissions for a job description or set of functions for the visibility location. These permissions are set at the menu page and report level. While users must have a minimum of one role to access the application, multiple roles can be assigned to modify access as needed. For the same type of role used across the organization in multiple locations, such as crib supervisor, create a role with the same description for each applicable location.

The Permissions section contains three tabs:

  • Menus displays all the menu modules and their features with corresponding check boxes for Edit, Add, Delete, View Only, and No Access permissions. Favorite will include the menu option in the Favorites list on the Home menu for all users with the role.
  • Reports displays the same menu modules with the standard reports and any custom reports with a corresponding check box for Visible permission.
  • Dashboards displays the list of dashboards containing one or more KPI panels with a corresponding check box for Visible permission.

The list can be expanded/or collapsed by clicking on module name in the list.

When a new role is created, all permissions are granted by default. Any undesired access must be configured.
The _Super role is reserved for the ToolHound administrator and cannot be viewed or edited.
Setting either Transaction Rate Sheets or Transfer Rate Sheets to No Access will prevent the display of these tabs on the Part Numbers page.

Watch this video for a walkthrough of creating and testing a new role.

Fields on this tab include:

Role

Enter a role name to describe the set of permissions.

Visibility

Select a location to define the visibility the role will be allowed to access.

Active

Check this box to make the role available to be assigned to a user.

Edit Label

Check this box to allow the user of this role the ability to change labels or captions on any screen.

Permissions

Menus

Text

The name of the page.

Allow Edit

When checked grants edit rights for the particular to the selected role for the selected location.

Allow Add

When checked grants add rights for the particular to the selected role for the selected location.

Allow Delete

When checked grants rights to delete for the particular to the selected role for the selected location.

Allow View

When checked, users with this role can access and view the menu or window but can not modify any data. Overrides Edit, Add and Delete permissions.

Allow No Access

When checked removes the option from view for the selected role for the selected location. Overrides Edit, Add, Delete and View Only permissions.

Favorite

When checked, the menu option is added to the Favorites list on the Home page in addition to any menu options added by the user. Only added if No Access is unchecked.

Reports

Name

The report name. Both standard and custom reports are listed.

An asterisk (*) denotes the report is available as a KPI for Dashboards.

Visible

When checked grants access for the particular report to the selected role for the selected location.

Even if a role is granted permission to access a custom report, if the report visibility does not overlap with the user visibility, it will not be available to the user.
All roles are granted access to new custom reports when they are created.

Dashboards

Dashboard

The dashboard name.

Visible

When checked grants access for the particular dashboard to the selected role for the selected location.

Even if a role is granted permission to access a dashboard, if the dashboard report visibility does not overlap with the user visibility, it will not be available to the user.

All roles are granted access to dashboards when they are created.

Related Reports
Role

See also:

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