Create a New Access Role
The Create a New Access Role window lets administrators assign customized permissions across seven categories with flexible role control.
The Create a New Access Role window enables administrators to define and customize roles by assigning permissions across seven categories, including Analysis, Reports, Events, and more. Mandatory fields like Name and Entity ensure proper role identification, while tick boxes allow precise permission control. This flexible interface streamlines role creation to fit specific organizational requirements.
Header Section
This section provides navigation and logging options for managing roles.
Page Title
Displays the heading Roles Manage, indicating the purpose of the view.
Back Button
A back arrow labelled Back to Roles List navigates to the main Roles List view.
Logs Button
The Logs Button provides a seamless way to navigate to the System Application Logs page, offering a comprehensive view of user activities and system events. This ensures transparency, traceability, and effective user management.
Mandatory Fields
The Mandatory Fields section ensures that each role is properly defined with a name and assigned to an entity.
Name*
A required field to enter the name of the role being created.
Entity*
A required dropdown field to assign the role to a specific entity or organization.
Permissions by Section
Each section groups specific permissions with tick boxes, allowing administrators to enable or disable access as needed.
1. Analysis
This section manages permissions related to accessing and editing data analysis tools.
View Data Hub
Allows users to access the data hub for insights and analytics.
View Analysis
Permits viewing existing analysis reports.
Edit Analysis
Grants permission to create or modify analysis reports.
View Table
Allows viewing data tables.
Edit Table
Grants permission to edit or manage data tables.
2. Reports
This section manages permissions for viewing and editing reports and dashboards.
View Report Hub
Allows access to the centralized report hub.
Edit Reports
Permits creating or modifying reports.
View Dashboards
Allows viewing of dashboards for data visualization.
Edit Dashboards
Grants permission to edit or customize dashboards.
3. Events
This section manages permissions for monitoring, editing, and controlling system events and calculations.
View Event Hub
Allows viewing the event hub for monitoring and tracking.
Edit Events
Grants permission to create or modify events.
View Controls
Permits viewing controls associated with events.
Edit Controls
Allows editing or managing controls.
View Calculation
Grants access to view calculations related to events.
Edit Calculation
Permits editing or creating new calculations.
4. Devices
This section manages permissions related to viewing and managing devices and their servicing.
View Device Hub
Allows access to the device hub for monitoring and management.
Edit Devices
Grants permission to edit device configurations.
View Device Servicing
Permits viewing of device servicing records.
Edit Device Servicing
Grants permission to manage or update device servicing details.
5. Integrations
This section provides permissions for managing API endpoints, feeds, and integrations.
View API Endpoints/Feeds
Allows viewing API endpoints or data feeds.
Edit API Endpoints/Feeds
Grants permission to edit API endpoints or feeds.
View Integrations/APIs
Allows viewing system integrations or APIs.
Edit Integrations/APIs
Permits editing or managing integrations and APIs.
Read/Write Data
Grants permissions for reading or writing data via APIs or integrations.
6. People
This section provides permissions for managing users, roles, and contacts.
View Users
Allows viewing the list of users in the system.
Edit Users
Permits editing user details or permissions.
View Roles
Allows viewing the list of roles.
Edit Roles
Grants permission to modify or manage roles.
View Contacts
Permits viewing contacts stored in the system.
Edit Contacts
Grants permission to edit or manage contact details.
7. Configuration
This section provides permissions for managing system logs, attributes, and hierarchies.
View Logs
Allows viewing activity or system logs.
View Attributes
Grants access to view system attributes.
Edit Attributes
Permits editing or managing system attributes.
Edit Hierarchy
Grants permission to modify the organizational hierarchy.
Footer Section
The footer includes a button for saving the role with the configured permissions.
Save Button
Saves the newly created role with the selected permissions.
Conclusion
The Create a New Access Role view is designed for precise role management. By organizing permissions under seven key categories and using tick boxes, administrators can easily customize access control. This ensures roles are tailored to organizational requirements, streamlining operations while maintaining system security.
Last updated