Changes for page Role Creation
Last modified by karimpirani on 2014/07/03 14:26
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... ... @@ -1,3 +1,9 @@ 1 + 2 +What is Role Creation? 3 + 4 +* Role Creation is the process of defining groups of users and what they are permitted to do in the system, such as Edit Client, or Create Assessment. Each role can be given very specific permissions to allow viewing, editing, creating and/or deleting an object in the system. 5 + 6 + 1 1 The first step of the system start-up process is to define user roles. User roles are essentially combinations of permissions to perform particular tasks within the system. These roles will reflect specific groups of people in your organization and their functions. When you create specific users in the system, you will be assigning these users to a particular role. 2 2 3 3 For example, an administrator is obviously a role for someone who has a wide range of permissions. More operational roles will be important as well: Supervisor, Case Manager, Clinician, Data Management Specialist. Each of these will have a different set of abilities in the system given their jobs. For example, a Case Manager will not be able to approve a CANS whereas a Supervisor would have that permission. ... ... @@ -8,12 +8,15 @@ 8 8 * Add Roles 9 9 * Associate Permissions to Roles 10 10 17 +((( 11 11 19 +))) 20 + 12 12 Use the following procedure for adding roles and associating permissions: 13 13 14 14 ~1. In the Administration Menu, click on the "Roles..." option, as shown below. 15 15 16 -[[image:Admin - Roles Menu.png||width=" 70%"]]25 +[[image:Admin - Roles Menu.png||width="50%"]] 17 17 18 18 19 19 1.1 This will display the screen shown below. The list of roles set up on the system with the standard selection buttons and filtering capabilities. ... ... @@ -41,7 +41,7 @@ 41 41 42 42 2. To add a new role, click the person with the "+" icon above the role list area. 43 43 44 -[[image:role creation.PNG]] 53 +[[image:role creation.PNG||width="50%"]] 45 45 46 46 47 47 3. The system will display a new role data entry area. Enter identifying information for this role: ... ... @@ -54,7 +54,7 @@ 54 54 55 55 3.4 Click on the Save button (Note: you may also click on the "undo changes" button if you did not intend to make the changes) 56 56 57 -[[image:role creation 2.PNG]] 66 +[[image:role creation 2.PNG||width="30%"]] 58 58 59 59 60 60 ... ... @@ -67,7 +67,7 @@ 67 67 68 68 4.3 Similarly, to remove a permission, click on the item in the right pane and then click on "Remove Selected" 69 69 70 -[[image:role creation 3.PNG]] 79 +[[image:role creation 3.PNG||width="50%"]] 71 71 72 72 73 73