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
Change comment: There is no comment for this version
To version Icon 9.1 Icon
edited by sghareeb
on 2014/06/24 18:22
Change comment: Upload new image Admin - Roles Menu.png

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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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10 10  Use the following procedure for adding roles and associating permissions:
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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.
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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.
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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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26 26  [[image:Admin - Add Role - required field.png||width="100%"]]