Changes for page Role Creation

Last modified by karimpirani on 2014/07/03 14:26
From version Icon 9.2 Icon
edited by sghareeb
on 2014/06/24 18:23
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To version Icon 5.1 Icon
edited by sghareeb
on 2014/06/13 17:10
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1 -(% style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);" %)The first step of the SMR startup 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.
1 +(% style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);" %)The first step of the SMR startup 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 SMR, you will be assigning these users to a particular role.
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3 -(% style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);" %)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 CaseManager will not be able to approve a CANS whereas a Supervisor would have that permission.
3 +(% style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);" %)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, Data Management Specialist. Each of these will have a different set of abilities in the system given their jobs. For example, a CaseManager will not be able to approve a CANS whereas a Supervisor would have that permission.
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5 5  There are two primary tasks in this process:
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9 9  
10 10  Use the following procedure for adding roles and associating permissions:
11 11  
12 -~1. In the Administration Menu, click on the "Roles..." option, as shown below.
12 +~1. In the Administration sidebar, click on the "Roles..." option. This will display the screen shown below.
13 13  
14 +1.1 Just to the right of the sidebar is a roles list with the standard selection buttons and filtering capabilities.
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15 -[[image:Admin - Roles Menu.png:||width=100%]]
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18 -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.
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20 20  1.2 Below the roles list are controls to allow you to navigate to different pages of the client list, as well as refresh the list.
21 21  
22 22  
23 -The screenshot below shows how to add a new role. Click on the person with the '+' sign next to them to add a new role and appropriate window will pop up as shown below.
19 +The first screenshot shows how to add a new role.
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25 25  
26 -[[image:Admin - Add Role - required field.png||width="100%"]]
22 +[[image:Admin - Add Role - required field.png]]
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24 +
28 28  Then the Permissions need to be assigned to each Role.
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30 30  (% style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);" %)The screenshot below shows the the Clinician Role and some examples of possible assigned permissions.
31 31  
32 -[[image:Admin - Add Role - Clinician.png||width="100%"]]
29 +[[image:Admin - Add Role - Clinician.png]]
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34 34  
35 35  Here is another example below with a Supervisor. Notice the different Assigned Permissions.
36 36  
37 -[[image:Admin - Add Role - Super.png||width="100%"]]
34 +[[image:Admin - Add Role - Super.png]]
38 38  
39 39  
40 40  2. To add a new role, click the person with the "+" icon above the role list area.
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60 60  
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62 -4. Associate functional permissions for this role using the Assigned Permissions area. [[What are functional permissions>>doc:Functional Permissions]]?
59 +4. Associate functional permissions for this role using the Assigned Permissions area. [[What are functional permissions?>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/assignable@20permission@20list.html]]
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64 64  4.1 Click on the checkboxes corresponding to the permissions for this role
65 65  
Icon Admin - Roles Menu.png
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