Roles

Overview

In the CardExchange® Cloud Suite, roles control access to various system functions. The system includes standard roles based on industry experience, which can be customized but not removed. These core roles serve as templates to configure access for groups and individuals. Additionally, custom roles can be created or adjusted with detailed, granular control over functionality.

Key Features:

• Core Roles: Pre-defined and non-removable roles that contain default permissions.

  • Admin: Grants access to the Controller and Admin Center interfaces.

  • Press: Grants access to CardExchange® Press, the desktop ID printing software that connects to Controller as a database source.

  • Stand: Grants access of a Controller user to access Stand without needing a Profile.

• Custom Roles: User-created roles that can be tailored to specific organizational needs.

• Granular Permissions: Detailed controls over both functionality (e.g., printing ID cards) and attribute-level permissions (e.g., access to specific data columns).

Open

Adding Roles

Open

1. Start Creation:

   • Click on the + button in the top-right corner to create a new role.

2. Enter Role Details:

   • In the creation window, fill in the following fields:

     • Name: The role’s identifier.

     • Description: A brief description of the role’s purpose.

     • Is Admin: When set to Yes, the role has access to nearly all features except certain core system functionalities, which are exclusive to the system administrator.

3. Define Permissions:

   • Roles are assigned permissions in two categories:

     1. Function Permissions: Control access to specific system features, like printing, reports, or photo approvals.

     2. Attribute Permissions: Control access to viewing and editing data at a detailed level, such as Person, profile, and credential details, reporting, and address information.

4. Using the Search and Filter Functions:

   • Use the Search bar to quickly locate specific features or permissions.

   • The Filter Menu allows you to show all permissions or restrict the view to Hidden, Read, or Write permissions.

5. Set Permissions:

   • For each permission, choose between:

     • Hidden: No access.

     • Can Read: View access only.

     • Can Write: Full access (both read and write).

6. Save Role:

   • After configuring the role, click Save to finalize and return to the Roles Overview.

Editing Roles

1. Core Roles:

   • Core roles cannot be directly edited. However, they can be duplicated and modified to create customized roles.

2. Editing Custom Roles:

   • Select the role you want to edit and click the Pencil icon.

   • Make the necessary adjustments to the permissions.

   • Click Save to apply the changes, or Cancel to discard them.

Deleting Roles

1. Delete Process:

   • To delete a role, click the Red Trashcan icon next to the role in the Roles Overview.

   • Confirm deletion by clicking Yes, or cancel by selecting No.

2. Impact:

   • Deleting a role can impact Users and Groups associated with it. Before deleting, review all associated users or groups.

Duplicating Roles

1. Purpose:

   • Role duplication is a time-saving feature that allows you to quickly create a new role based on an existing one.

2. How to Duplicate:

   • Select the role you want to duplicate and click the Duplicate button.

   • Confirm by selecting Yes in the pop-up confirmation window, or click No to cancel the duplication.