Article Content
Overview
Roles control user permissions, what a user can do (create, edit, delete, etc.) and access within the system.
User Account Requirements
The user account you use to log into Resolver must have Administrator permission to assign roles.
Navigation
- From the Home screen, click the System icon.
System Icon
- From the Admin Overview screen, click the Roles tile in the People section.
Roles Tile
- From the Admin: Roles screen, enter a Role name in the Search field and press Enter to narrow the search results list.
Admin: Roles Screen
- Click a Role to access the Admin: Edit Role screen.
Admin: Edit Role Screen
Global Permissions
Global Permissions: Global Permissions grants users access to all the objects that belong to the object type(s) added to that role and allows users permissions to Create, Read, Edit, etc. and choose the configurable form displayed in their My Tasks section.
Enable Global Membership Checkbox
Explicit Permissions
Explicit permissions: Grants users access to specific objects that belong to the object types added to the role. Before a user can see those objects, the role must be added as a component on the object type and configurable form. Then the user must be selected in the role field on the form, which grants them direct access to that object. You can control what rights those users have (Create, Read, Edit, etc.) and which configurable form is displayed in their My Tasks section based on the object's current state. You may also need to configure inferred permissions for roles with explicit permissions enabled.
If a user with explicit permissions on an object type can not see one or more objects, ensure that the user has been granted access to the object(s) via the Role element on a form. See the Roles on Forms section for more information. Only users with Manage permissions can grant other users access to existing objects. See Workflow Permissions for more information.
Note:
Removing a user from a role with explicit permissions after they've been granted direct access to an object does not automatically revoke their access to that object. Another user with the appropriate permissions must revoke access by removing the user from the role field on the object's form.