...
| Table of Contents | ||
|---|---|---|
|
1. Introduction
A "role" in Seamless is the specific set of permissions that define which functionality that users of this role can perform in dictate the actions users assigned to that role can execute within the system.
Users can To access the roles list by clicking list of roles, you can click on the "Roles" item “Roles” in the cogwheel icon. A This action will prompt a new screen would be opened up with , presenting two tabs: “Role” and “Permissions”
ROLE
Role list displays all roles that exist in "Role" and "Permissions".
2. Roles
The role list comprehensive display of all the roles within the system.
...
Information on the roles list:
Field | Description |
|---|---|
Action |
...
Available actions on the current role
|
...
|
...
|
...
|
...
|
...
|
...
|
...
Name | Name |
...
of the role |
Description |
...
Short description |
...
of 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 |
...
a. Create a new role
To create a new role:Clicking
Click on the "Create" button
...
,
...
situated next to the title
...
"Role list"
Input the information in the popup for creating a new role
...
The name field is mandatory for creating a new role.
...
The description can
...
provide a
...
brief explanation
...
of the current role
...
and its responsibilities.
...
Click the Save to submit a new role
After successfully creating the new role
...
,
...
it will be visible in the
...
list of roles.
...
b. Edit role
In To edit a role:
Click Edit ✏️ in the role list
...
Only the role description is editable.
...
Edit the description field
...
Click on the "Save" button to apply the update.
Once the changes are saved, the modified values will be displayed in the role list.
...
c. 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. To delete a role:
Select "Delete" from the role list.
Confirm the action by clicking the "Delete" button.
...
The delete action will be initiated under the following conditions:
If the current role is not assigned to any users, the role will be deleted
...
, and a success message
...
will be displayed.
If there
...
are users
...
assigned to the current role, a confirmation popup will
...
be displayed as
...
follows:
...
To proceed, click on the Save button to confirm.
Afterward, Seamless will remove the role and:
The selected role
...
will be removed from the assigned users.
The selected role
...
will be deleted.
The selected role
...
will no longer be available in the role list.
2.10.1.1.4. Role settings
...
d. Role settings
You can access the role settings (or the role details) by clicking on the Role Settings button.
...
The "Role settings" page should contain the following elements:
On the left-hand side: a list of all permissions and those permissions that belong , including those specific to the current role
On the right-hand side: users that are a display of users who have been assigned to the current role
...
The current page allows you to take the following actions can be performed on the current page:
Modifying permissions: by check/uncheck on By checking or unchecking the corresponding checkbox of for a particular permissions, users are add/specific permission, you can add or remove that permission to/ from the current role.
Assigning users: users You can assign /or unassign other users to /or from the current role. Search functionality would help to search users by “Display name”.
2.10.1.2. Permissions
...
The search functionality can be used to find users by their "Display name".
3. Permissions
a. Permissions & Features
| View file | ||
|---|---|---|
|
b. Actions on permission
The following screen will display all permissions in rows and all available roles in columns:
If When permissions are available accessible for a specific particular role, a the corresponding checkbox should be selected. Otherwise, it should be remain unchecked.
Users would be able to You can compare permissions among across roles and make modifications on to the "Permissions" screen “Permissions” as a whole.
...
2.10.5 User
Users module is used to manage users in the system. In order to access Seamless, end-users must have an account/a username, which should be created by tenant owners, or any users that have permissions to manage users.
Clicking on the menu “Users” would open up the screen “User list”, as shown below. Information on user list:
Action: available action on the current user:
Edit: users can modify the current user’s information, except username - details in section Edit users
Username: registered username of the current user, which is used to login to Seamless.
Username only accepts letters (a-z), number (0-9), underscore(_), dash)-), and period (.)
Display name: name of the current user that would display in user profile
Email: registered email of the current user
Created date: the date when the current user is created
...