Roles

Role is the place to manage the access rights on the portal

Create a role

• Click to create role
• 
• Set the configuration

  • Name and code of the role. The code is generated by the name

    • Permission manages permission and grant permission by menus

      • Permission includes the ability of an account to view and edit menus.

        • View: Include 4 option:

          • Everything - can view everything data on this menu

          • Management by user - can view data created by accounts managed by this account

          • Create by user - can view data created by this account

          • None - can't see this menu.

        • Edit:

          • If can view everything, can choose edit everything, management by user, create by user or none.

          • If can view management by user, can choose edit management by user, create by user or none.

          • If can view created by user, can choose edit create by user or none.

          • If can't view this menu, then edit is also none .

      • Grant permission is the permission of an account that could grant the permission for other accounts. Can grant permission to view and Edit menus.

        • View: Include 4 option:

          • Everything - can grant permission everything data on this menu

          • Management by user - can grant permission data created by account managed by this account.

          • Create by user - can grant permission data created by this account

          • None - can't grant permission this menu.

        • Edit: Include 4 option:

          • If can grant view permission everything, can choose grant edit permission everything, management by user, created by user or none.

          • If can grant view permission management by user, can choose grant edit permission management by user, created by user or none.

          • If can grant view permission create by user, can choose grant edit permission is create by user or none.

          • If can't grant view permission this menu, then edit is also none .

  • Select users allows adding accounts in CDP 365 that could receive this role.

Edit a Role

• Click on Role name

• On Role Detail Pop up, can change Name, Permission và user use this role.

Other action

• Click on check box Role
• Click on Edit you can see the action
• Active: Enable this role. Apply this role to assigned account.

• Inactive: Disable this role. Don't apply this role to assigned account.

• Remove: Remove this role.