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User Operations
Roles and Permissions

Roles and Permissions

The Role List Screen allows you to manage user roles. Using this screen, you can view, edit, delete, and add new user roles and access permissions.

Role Definition: A role is a set of specific permissions and responsibilities assigned to a user or user group. These permissions and responsibilities determine which operations the user can perform and which data they can access within the system. The purpose of roles is to enable users to perform their duties effectively and securely while maintaining order within the system.

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Roles help maintain security and order within the system, as well as clearly define users' tasks and responsibilities. Proper role management increases the efficiency and data security of the system.

Roles define the permissions a user holds. Permissions are categorized as follows:

  • View Permission (View): Allows the user to access certain data.
  • Add Permission (Add): Allows the user to create new data.
  • Edit Permission (Edit): Allows the user to update existing data.
  • Delete Permission (Delete): Allows the user to delete existing data.
Role definitions and access permissions control the user's access to specific menu items and functions in the web and mobile applications. The role assigned to a user determines their access permissions to menu items. According to the permissions defined for each role, users can only access the menu items they are authorized to.

Role List Screen

Each role has a separate card. Each role card includes the following information and actions:

  • Total User Count: Displays the number of users assigned to this role.
  • Role Name: The name of the role.
  • Edit Role & Permissions: Click this button to edit the details and permissions of the role.
  • Copy : Click this button to copy the role's permissions and create a new role.
  • Delete : Click this button to delete the role.

Add New Role Button: The button used to add a new role. You can create new roles according to your needs.

Adding a New User Role

Follow these steps to add a New User Role:

  • Click the Add New Role button on the Roles and Permissions screen.
  • Enter the role properties.
    • Role Name: The name of the role to be created.
    • Description: The purpose and scope of the role.
  • Edit Role Access Permissions.
    • Select All: Selects all access permissions.
    • Each permission category provides access rights to operations related to a specific menu item.
    • For each menu item, the following access permissions can be given by checking the boxes:
      • View: Allows the user to view the data.
      • Add: Allows the user to add new data.
      • Edit: Allows the user to edit existing data.
      • Delete: Allows the user to delete data.
  • Edit Mobile Operations Access Permissions.
    • You can edit access permissions for personnel and manager operations in the Mobile Operations section.
  • Click the Save button to add the new role.
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For the process of assigning a role to a user, see: User List

Editing a User Role

Follow these steps to edit existing user roles:

  • Click the "Edit Role & Permissions" link on the role card of the role you want to edit.
  • Make changes in the opened window and then click the Save button.
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Editing a user role affects all users assigned to that role.

Copying a User Role

The user role copy function allows you to create a new role by copying all permissions and access rights of an existing role.

Follow these steps to perform the Role Copying operation:

  • Click the Copy icon in the bottom right corner of the role card you want to copy in the Role List.
  • Click the Copy Role button in the popup window.
  • A new role will be created named "Existing Role Name - Copy."
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This function greatly simplifies and speeds up the process when you need to create multiple roles with similar permissions. By copying roles, you can save time in the role creation process and minimize errors.

Deleting a User Role

Follow these steps to perform the Role Deletion operation:

  • Click the Delete icon in the bottom right corner of the role card you want to delete in the Role List.
  • Click the Delete Role button in the popup window.
The default Mobile User Role cannot be deleted.
User List