Introduction
To prevent unauthorized access to functionality, roles can be created. The system is supplied with standard roles, these roles can be used to assign to groups and persons. Each role can be adjusted to the needs of the organization. In the CardExchange® Cloud Suite, you can create roles or edit existing roles in a very detailed granular fashion. Therefore, the management system comes with specific pre-defined roles with access to functionality that is based on our years of experience working with projects. These default roles are indicated as Core and cannot be removed.
Adding Roles
Creating a new role starts with clicking on the + button in the top right.
In the window that opens from the right side, you are presented with fields to enter and a list view. You start with entering a Name for the role, Description, and you can set it to Is Admin. Be aware that when Is Administrator is set, the role gives access to almost all features and functionality with the exception of some system core features. These can only be managed by the system administrator, and there can only be one system administrator.
Directly under the description and above the list view you can find some specific features that can help with the setup of roles. First, the tabs above the functions: there are two different sets of permissions that can be set for the role and that is the Function Permissions and Attribute Permissions. When you select the Function Permissions, the list view will present the permissions specifically focused on the functionality of the application. Here you can define if a user can print ID cards, has access to reports, or can approve photos, etc.
If you select Attribute Permissions from the tabs above the functions, you will get access to a list of details, database, and column-level permission. As you can imagine, this can get very complicated so please be aware of changes you make and why. This is only available for the system administrator.
Directly under the tabs above the functions menu, you can find the search feature. Enter here what features you are looking for instead of endlessly scrolling. When you click on the Filter menu, you can show All Permissions or the Hidden, Read, Write only. Via the context menu, indicated with the … you can uncheck all or check all Hidden, Read, or Write.
Each available permission has three options: Hidden, Can Read, or Can Write, and you can only set one of these options. When you select Hidden, you cannot read or write, when you select Can Read, you cannot write, if you select Can Write, you can read and write.
Set the options to your preference for all available permissions and click on Save to store the configuration and return to the Roles Overview.
Edit Roles
As core Roles cannot be edited, it can be that you need the permissions of a default Role but need to extend some permissions or limit these standard permissions. To prevent spending a lot of time copying existing permissions, you can easily duplicate any standard Role or created Role by selecting this role in the Role Overview and click on Duplicate Role.
To edit a Role, click on the Pencil icon to the right of the Role, indicated below.
Change the permission to your preferences. Click on Save to save your changes, or Cancel to discard your changes, and return to the Roles Overview.
Delete Roles
To delete a Role, click on the Red Trashcan icon to the right of the Role.
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This will open a message box asking if you are sure you would like to delete the Role. Click on Yes to delete the Role, or click on No to cancel the delete operation, and return to the Roles Overview. Be aware that deleting Roles can have a significant impact on the users of the system, so make sure you check all the Users or Groups with this Role before deleting.
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Duplicate Roles
In order to prevent spending a lot of time copying existing permissions, you can easily duplicate any standard Role or created role. To create a duplicate Role, click on the Duplicate button to the right of the Role you would like to duplicate.
!https://cardexchange.support/templates/yootheme/cache/cf/Roles_Duplicate_Button-cf7e5509.png
A pop-up box will ask you to confirm creating a duplicate Role, click Yes to duplicate the Role, or click on No to cancel the duplication request, and return to the Roles Overview.
!https://cardexchange.support/templates/yootheme/cache/38/Roles_Duplicate_Confirmation-3882dbff.png
