Roles and Permissions

1. Introduction

A "role" in Seamless is the specific set of permissions that dictate the actions users assigned to that role can execute within the system.

To access the list of roles, you can click on the "Roles" item in the cogwheel icon. This action will prompt a new screen, presenting two tabs: "Role" and "Permissions".

2. Roles 

The role list comprehensive display of all the roles within the system.

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Information on the roles list

a. Create a new role

To create a new role:

1. Click on the "Create" button, situated next to the title "Role list"

2. Input the information in the popup for creating a new role

   1. The name field is mandatory for creating a new role.

   2. The description can provide a brief explanation of the current role and its responsibilities.

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3. Click the Save to submit a new role

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

b. Edit role

To edit a role:

1. Click Edit ✏️ in the role list

2. Edit the description field 

3. Click on the "Save" button to apply the update.

4. Once the changes are saved, the modified values will be displayed in the role list.

c. Delete role

To delete a role:

1. Select "Delete" from the role list.

2. Confirm the action by clicking the "Delete" button.

3. The delete action will be initiated under the following conditions:

   1. If the current role is not assigned to any users, the role will be deleted, and a success message will be displayed.

   2. If there are users assigned to the current role, a confirmation popup will be displayed as follows:

4. To proceed, click on the Save button to confirm.

5. Afterward, Seamless will remove the role and:

   1. The selected role will be removed from the assigned users.

   2. The selected role will be deleted.

   3. The selected role will no longer be available in the role list.

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, including those specific to the current role

• On the right-hand side: a display of users who have been assigned to the current role

The current page allows you to take the following actions:

• Modifying permissions: By checking or unchecking the corresponding checkbox for a specific permission, you can add or remove that permission from the current role.

• Assigning users: You can assign or unassign other users to or from the current role. The search functionality can be used to find users by their "Display name".

3. Permissions

a. Permissions & Features

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b. Actions on permission

The following screen will display all permissions in rows and all available roles in columns:

• When permissions are accessible for a particular role, the corresponding checkbox should be selected. Otherwise, it should remain unchecked.

• You can compare permissions across roles and make modifications to the "Permissions" screen as a whole.