Creating a Role

Adeptia Connect provides user to have a role-based access. You can create a role to define the access to the activity and user rights may vary depending upon their role defined.

While creating a role you have flexibility to create a role specifically for a company or partner. There is a possibility that one user is managing more than one company/partner, and this user needs different roles and permission. For example, a user may have access to create a transaction for a specific partner, but for another partner same user can only view the transaction. 

To understand it better, say there are two users namely Andy and Michelle and both are are managing two Partners (e.g. Walmart, Target) transaction. Andy is managing Walmart’s transaction sand Michelle for Target’s . In this use case the requirement is such that  Andy can't see the Transaction which Michelle is creating or managing and vice versa. We can manage this by creating users in GAC with following rights:

This page contains the following information:

Creating a Role

Follow the steps below to create a role:

1. Go to Account and click Roles.
   
2. Click Add Role.
   
3. On Create Role screen, enter the name and description of the new role in the text boxes of Role Name and Description respectively.
   
   
   
   

4. Select any of the followings in the Role Type field based on your requirement.

   Role Type	Description
   Company	A user with Company role type can access the entities based on projects as well as the entities associated with the Network and the partners therein. A Company user, however, cannot access a transaction (created for a partner) based on projects.
   Company Only	A user with Company Only role type can access the entities including transactions based only on the project you select while creating this role.
   Partner	User with Partner role type can access only their own entities.

5. Select the Base Role from the drop-down list of Base Role to define the permission. 

   If you are creating a role for Partner then select the base role as 'Partner IT User' or 'Partner Business User' from the drop-down list.

6. Select the project from the drop-down list of Project. 
   

   You can select the multiple projects from the drop-down list to which you want to have access.
7. Select the Network for the role you are creating from the drop-down list of Network. To select multiple Networks from the drop-down list, click on the networks one by one. User(s) with this role will be able to manage only selected network(s) while working on the Networks page in Adeptia Connect.

8. Select the Networks for the role from the drop-down list of Network List. Selected network(s) will be shown in the list wherever the user needs to choose the network(s). Networks selected in the above step will automatically be added to Networks' list. 

   Company Only users have an implicit access to the list of all the Networks.

9. Select the 'Define permissions for custom entities' checkbox for defining custom entities permission.

   'Define permissions for custom entities' checkbox is visible on Create Role interface only when custom entities are already created by the user.
10. Select the Allow user ownership of migrated object check box if you want to assign the ownership of the objects to this custom role while importing the objects using the migration utility.
    This field appears only when you are creating a custom Role of type Company and the base Role is not the Sys Admin.
11. Click Next to define the permissions.
12. On Define Standard Entities Permissions screen, you can click the text "Click here" to view the detailed guidelines on defining the permissions.
    
    1. By default, permissions checkbox are selected based on the selected Base Role. Click here to view the detailed guidelines on defining the permissions to the users.
    2. You can update the permissions to create a role for the user to access those activities.
13. Click Next to define the permission for Custom Entities. By default, no permissions checkbox are selected.
14. On the Define Custom Entities Permissions, you can define the custom entities permission by selecting the listed permissions column as:
    1. All
    2. View Tab/Link
    3. List & Read
    4. Create
    5. Edit
    6. Execute
15. Click Save. A message is displayed confirming that the role has been saved successfully.
16. Once the role is created, you can view the summary of Role Definition and Permission. 

Viewing Role details

Once a role is created, you can view role details.

Steps to view role details:

1. Go to Account and click Roles.
   
2. On Role screen, do either of the followings:
   
   • Click> View.
     
     
   • Click the name of the role to view details.
     
     
3. On the View Role window, view the details of the role.

Editing Role details

You can modify the details of a role specified while creating a role. This might be necessary for the following situations:

• Role details have been changed.
• Updating Access Management and Permissions of that role.

Only a System Admin and an IT User can edit role details.

To edit role details:

1. Go to Account and click Roles.
   

2. On Role screen, click  > Edit.

   If you attempt to edit details of a role which is assigned to a user, an alert message is displayed.

3. On Edit Role window, edit the details.
   
   
   
   

4. Click Save. A message is displayed confirming that the role has been saved successfully.

Deleting a Role

You can delete a role if a role has no objects. Therefore, before deleting a role, ensure that no users are associated with the role.

To delete a role:

1. Go to Account and click Roles.
   

2. On Role screen, click  > Delete.

   If you attempt to delete a role which is assigned to a user, an alert message is displayed.
3. Click Yes, delete it, when prompted to confirm.
   
   
   
   A message is displayed confirming that the role has been deleted successfully.

Related pages

• Users
• User Roles
• Adding bulk users
• Assigning Role to a user