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Role management view

Role management view lets you add, edit and delete user roles, and group them into departments.

User role defines which applications the users can access, and user rights within the app. Roles are grouped by department. For example, the Back office department group might include the Accountant, Back office analyst, and Fund operations roles, with each role providing access to certain apps and actions within those apps.

role_management_view.png

Add role button

The add role button lets you create a new role. Click the button and fill in the fields:

Department

The department where the role belongs. Choose the department from the list or create a new one by typing it in.

Role

The name of the user role.

After you created the role, define the role rights by clicking add_remove_roles_btn.png in the Role pane on the right.

Filters

You can filter user roles by department, role name or application.

Table columns

Role

Departments and roles under each department.

Access to applications

The applications the role provides access to.

Role pane

The Role pane on the right lets you view, edit and delete the role. To open the Role pane, select the role from the list.

To change the role's department or edit the role name, click edit.png. To edit the role rights, click add_remove_roles_btn.png and make changes in the Rights window (see Rights window for details). To delete a role, click delet_bucket_black.png.

Department pane

The Department pane lets you edit department name of delete a department. To open the Department pane, select the department from the list.