The User Roles page will display all the user roles created for that institution. The user can add a new role using the add button present at the top right corner. The user can edit the role by clicking on the action button available next to the role status.
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To add a new role, click the ‘Add’ button and fill out the mandatory fields, those are Role Name and Status.
Role Name- Name to be assigned to a role.
Status- Status can be Active or Inactive.
The required permissions can be assigned to the role from the permission section.
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Permissions:
Members- Admin can choose/select the required ‘Members’ permissions to be assigned to a Role. It can be
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View Members
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Add/Edit/Delete Member
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Import Members
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Export Members
According to assigned permissions only user can perform the task.
For eg. If import permissions are not assigned to a role, he/she will not be able to import he members.
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Similarly under Devices, there are permissions for;
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View Devices- User can only view the added devices.
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Add/Edit Devices- User can add a new device or can edit the device details.
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Import Devices- User can import devices.
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Export Devices- User can export the devices.
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Device Commands- User have access to device commands.
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Reporting: Under reporting there are below permissions:
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Reporting: If selected, Reporting will be displayed under left menu. If user unchecks this, the whole reporting menu will not be displayed to that specific role.
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All Temperature
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High Temperature
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Registration Report
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Check-in Report
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Member Activity Report
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Device Utilization Report
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Device Action Report
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Contact Tracing Report
If any of the above is selected, user will have access to those in Reporting menu.
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Users: From this section, admin can assign the permissions for View users or Add/Edit/Delete User.
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View Users: User will have rights to view the all users.
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Add/Edit/Delete User: User can add a new user, edit an existing user or delete a user.
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Settings: The attached figure shows the permissions for settings which are further categorized in below.
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Settings- If selected then only user will have access to settings menu.
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Device settings
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Touchless Registration Settings
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Auto Scheduler Settings
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Notifications
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Manage Facility
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Manage Location
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Contact Tracing Settings
Based on the above selection user role will have access to view/add/edit/delete permissions under each category.
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Configuration: All the permissions related to configurations fall under here.
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Configuration- If selected then only user role will be able to see the configuration in left menu.
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API Management
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Member Type
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Form Options
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Account
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Webhook
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AD Sync
If any of above is selected from here then only user will have access or visibility of those configuration in portal.
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