ROLE ACCESS
The Role Access page enables administrators to configure granular access permissions for specific roles. This interface allows you to control which features and actions each role can access within the system through a comprehensive permission matrix.
Navigation
Follow these steps to access the Role Access interface:
- Navigate to the Org Config module from the main menu
- Under the Admin section, select Role Access
The Role Access Management page will open, allowing you to configure permissions for different roles.
Configuring Role Permissions
Step 1: Select a Role
Use the dropdown menu at the top of the page to select the role you wish to configure (e.g., Manager, Admin, Engineer).
Step 2: Configure Access Permissions
Use the checkboxes to enable or disable specific permissions for the selected role:
- Individual Permissions: Check or uncheck specific permission types for each form
- Select All: Enable the "Select All" checkbox to grant all permissions for a specific form at once
Step 3: Review Permission Matrix
The permission matrix displays all available forms and their associated access controls:
Permission Types
The following table describes each permission type available in the access control matrix:
| Permission | Description |
|---|---|
| Select All | Enables all permissions for the respective form in one click |
| Table | Grants access to view the table or data listing for the form |
| Create | Allows creation of new records or entries |
| Edit | Permits modification of existing records or entries |
| View | Enables viewing detailed information within the form |
| Delete | Grants permission to delete records or entries |
| Download | Allows downloading of relevant files or data |
| Upload | Enables uploading of files or documents related to the form |
| Confirm | Grants permission to confirm data or actions within the form |
| Approve 1 | Provides first-level approval access for workflows |
| Approve 2 | Provides second-level approval access for workflows |
| Allows printing of records or documents |
Saving Configuration
After configuring all desired permissions for the selected role:
- Review your permission settings to ensure accuracy
- Click the Save button to apply the changes
The new permission configuration will take effect immediately for all users assigned to that role.
Note
Only users with Super Admin and Admin roles have access to all forms and features by default. All other roles must be explicitly granted permissions through this interface.