Role is a set of permissions that define which functionality that users of this role can perform in the system. 

Users can access the roles list by clicking on the item “Roles” in the cogwheel icon.

A new screen would be opened up with two tabs: “Role” and “Permissions”

ROLE 

Role list displays all roles that exist in the system.

Information on roles list:

• Action: available actions on the current role

  • Edit: users can modify the description of roles, details in section Edit role

  • Delete: users can delete roles, details in section Delete role

  • Role Settings: users can view which permissions that the current role include, details in section Role settings 

• Name: name of role

• Description: short description on which functionality that users can perform with the current role

• Organization: name of organization that the current role belongs to

Number of users: display the number of users who are assigned to the current role

Create a new role

Clicking on the button “Create”, which is located next to the title “Role list”, popup to create a new role should display:

• Name is required in order to create a new role

• “Description” can be a short explanation on what is the current role, and what the role does

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After creating the new role successfully, new roles will be visible in the role list. 

Edit role

In the role list, clicking on the action icon “Edit” would trigger the modification of the selected role. 

• Only the role description is editable. 

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After saving changes, updated values will be shown in the role list. 

Delete role

Clicking on the action icon “Delete” would open a little confirmation popup. If users still would like to delete, clicking on the button “Confirm” would trigger the delete action. 

• If the current role is not assigned to any users, the role will be deleted. The success message would be displayed.

• If there is any users that are assigned to the current role, a confirmation popup will display as below:

• By clicking the button “Delete”:

  • The selected role would be removed from the assigned users

  • The selected role would be deleted

  • The selected role is no longer available in the role list

Role settings

Clicking on the button “Role settings” will open up a new tab, with the tab name is the role name. Page “Role settings” should include:

• On the left hand side: all permissions and those permissions that belong to the current role

• On the right hand side: users that are assigned to the current role

The following actions can be performed on the current page:

• Modifying permissions: by check/uncheck on the corresponding checkbox of a particular permissions, users are add/remove that permission to/from the current role

• Assigning users: users can assign/unassign users to/from the current role. Search functionality would help to search users by “Display name”.

Permissions

Below screen would display all permissions in rows and all available roles in columns:

• If permissions are available for a specific role, a corresponding checkbox should be selected. Otherwise, it should be unchecked.

• Users would be able to compare permissions among roles and make modifications on screen “Permissions” as a whole.