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Configure Permissions(MIGRATED)

http://wavelet.asia/customer-portal/?p=7608
Important tabs:
  • Add / Edit Users
  • Add / Remove Roles
  • Role Permissions

To add or edit users

Go to SYSTEM ADMIN > (Manage Users) Add / Edit Users

 Available Fields
 Description
 UserName  Key in preferred username (non capital)
 Password  Key in preferred password (non capital)
 First Name  First name of the user
 Last Name  Last name of the user
 Role Name  Drop down list of created roles
 Default Branch  Default branch for this user


To add or remove roles

Go to SYSTEM ADMIN > (Manage Users) Add / Remove Roles

 Available Fields Description
 Role Name  Preferred name for this role
 Title  Title for this role
 Description  Additional information about this role

To remove created roles, check the box on the right of the preferred role to be removed and click "Remove Role Now".


To configure Role permissions

Go to SYSTEM ADMIN > (Manage Users) Role Permissions

 Available Fields  Description
 Role  Drop down list of created roles

As each organization differs from one to another in the roles and responsibilities delegated to their employees, there is no rule of the thumb as to how role permissions should be configured. However, you may choose to download the attachment here for references.



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Unknown user,
Sep 7, 2008, 9:33 PM
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