Admin: Setting Up Roles

This article serves as a guide to an Administrator on how to set up roles to be assigned to users of the application.

• Navigate to Role section
• List of Roles
• Setup a Role

Navigate to Role Section

1. Select ADMIN from the menu.
2. From there, you’ll see three tabs. Select USER AND ROLE.
3. Click Roles.

List of Roles

This is the current default view you will see. Roles section is divided in two columns: list of roles and the setup section.

Each role on the list has the same set of options you can apply whenever necessary.

Default - If you want to set the specific role to be assigned to new users (who registered).

Assignable to Work Order - If you want users with this role to be assigned to work orders.

Assignable to Needs Action - If you want users with this role to be assigned to work orders that immediately need action.

- Click this if you want to modify the name and the access(es) given to the role.

- Click this if you want to delete the role.

Note: Deleting a role will only be possible if it is not yet associated with any user.

Setup a Role

On the second column is this role setup section which contains the list of modules and controllable features that can be given/not depending on roles.

1. Specify the Role Name
2. On the Admin, specify the scope of access the role will have.

• Branches – access scope is only up to assigned branch(es) and project(s) in it.
• Buildings – access is limited only with buildings (of projects).
• Full Access – has full control with all the modules and in managing the application.
• Projects – access scope is only up to assigned projects.
• Regions – access scope is only up to assigned regions and branches in it.

3. Next is the list of modules or main sections in the application. Each module has a list of permissions for controllable functionalities.

Note: For every module to be given to a role, “View Details” must be enabled to permit the basic level of access which is read-only.

Click the name of the module to be given to the role, then select functionalities under it to be enabled. Below is an example of a list of permissions which vary for each module. Refer for description of each permission per module here.

4. Once you’re done, click Create to submit a new entry. Otherwise click Cancel.

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