How do I control who can perform actions?

There are two ways to control the actions users can perform. One way involves giving users a roll within the Users tab. The other involves granting Permissions within a specific Module.  Both are described, below.

Users Tab

Use this tab to grant users a specific role. Different roles have different levels of access. The roles are defined in the Roles tab. 

Procedure

How to add/remove a user to/from Specific Role

  1. Click on the green Users tab in the upper left corner of the screen. 
  2. Click on the number in front of a User's email address. 
  3. Check/uncheck one or more boxes in the Roles section of the form to indicate which roles the user is to be a member of. 
  4. Press OK
  5. Refresh the page and look at the Roles column of the Grid listing users to ensure changes have been made. 

How to Define a Role

  1. Click on the green Users tab in the upper left corner of the screen. 
  2. Click on the Roles tab, which falls below the tabs at the top of the screen but above the Grid. 
  3. Click the Add button above the grid. 
  4. Enter a Name for the Role. 
  5. Enter a description to reflect what you intend the Role to do.
  6. Check Users in this role are the primary users if they are one of the main Users (have more authority). 
  7. Press Ok
  8. Refresh the page and look at the information now entered into the grid to ensure your changes have been made. 

How to Modify a Role

  1. Click on the green Users tab in the upper left corner of the screen. 
  2. Click on the Roles tab, which falls below the tabs at the top of the screen but above the Grid. 
  3. Click the Pencil icon to the right of the role you wish to modify. 
  4. Modify the Name to change what a Role is called. 
  5. Modify the description to reflect what you intend the Role to do.
    Note that no changes made in the descriptions will directly impact a Role's Permissions. That can only be changed from within a specific Module. 
  6. Check Users in this role are the primary users if they are one of the main Users (have more authority). 
  7. Press Ok
  8. Refresh the page and look at the information now entered into the grid to ensure your changes have been made. 

Within Modules

Each module can have different Permissions for Users within different roles. The Permissions of a User with a specific Role are defined within each Module. 

Permissions: 

  • Can View 
  • Can Update
  • Can Add
  • Can Delete
  • Can Export Data

Procedure

  1.  Click on the Modules tab in the upper left of the screen. 
  2.  Click on the name of the Module you're editing Permissions for. 
  3.  Click on the Permissions tab. 
  4.  Click on the Pencil Icon to the right of the Permission you wish to give a Role. 
  5.  Check the boxes of the Roles you wish to grant the Permission you've chosen. 
  6.  Press OK
  7.  Refresh the page and make sure the permissions have been made. 
  8.  Repeat steps four through seven until all the permissions you want to give have been granted. 

Note: The particular actions permitted by a role is controlled through the permission tab within the Workflow editor.