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Roles, Access Rights

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This view allows user to define access rights for different users. Below actions are available under “Roles, Access Rights”:

Samooha icon2  Create the role, modify, search and delete

Samooha icon2  Assign & un-assign user to/from the role.

Samooha icon2  Apply system features access level for the role.

Roles, Access Rights-1

Roles, Access Rights-2

 

Field Name
Description
Mandatory Information
Role Name Name of role

Y
Role Code Custom code for the role

Y
Sub Role of Select the main role, for grouping purpose

N
Access Level Access level in the system

Y
Description Description

N

 

Create New Roles, Access Rights:

1. Click on “Create New” button at the middle of the screen

Roles, Access Rights create new

2. Fill up the information on top right of screen.

3. Optional: Tick the “Allow Sub Roles” box to set the role as (parent) grouping role

Roles, Access Rights allow sub

4. Optional: User may select a parent role from “Sub Role Of” drop down list, if the role is a grouping role (see steps #3 above).

Roles, Access Rights sub role

5. Click on “Save” button to save

Roles, Access Rights save

 

Assign & Un-Assign User to/from Roles

1. Click on a role in the list on top left of screen.

2. On “System Users” tab, select a user name from the “Available Users” list and click on the “ assign_button ” button to assign the user for the role.

3. Select a user name from the “Assigned Users” list and click on “ unassign_button ” to unassign the user.

Roles, Access Rights access right

Modify Roles, Access Rights:

1. Select the role to modify from the list on top left of screen.

2. Update the information required

3. Click on the “Revert” button to undo changes.

4. Click on the “Save” button to save the changes

 

Delete Roles, Access Rights:

1. Select the role to delete from the list on top left of screen.

2. Click on “Delete” button at the bottom of screen

3. Click on “Yes” button on the pop-up window to confirm record deletion.

Roles, Access Rights delete

 

Apply System Features Access Level for Roles:

1. Select the role to modify system features access level from the list on top left of screen.

2. Select a module from list of “Organization Modules” in the “System Feature Access” tab

3. Select a transaction from list of the selected module’s transactions to make changes

4. Tick a transaction checkbox to give “VIEW” access to role. Or untick a transaction checkbox to remove “VIEW” access to role

5. Tick an access control checkbox to give “Create“, “Modify“, “Approve“, or “Delete” access to role. Untick an access control checkbox to remove specific access to role

Roles, Access Rights access

6. Click on “Apply” button at the bottom of screen to apply the changes to the system feature access level