Administration - Roles
From VersaVision Support
- OVERVIEW
- Roles are Permissions for the VersaVision system.
- A Role is assigned to a User to define what they CAN and CANNOT do.
- These Permissions can be broad or granular in their setup.
- This page will concentrate on adding and managing Roles.
- NAVIGATION
- Access Administration - Roles by selecting the Roles Card from the Applications Quick Menu
- Alternatively, select the Menu icon from the Home Page.
- Select Administration.
- Select Roles.
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- Mouse Hover on image for animation.
- ADD ROLE
- The Administrator Role is added by default to all systems.
- ALL Permissions are enabled for this Role.
- On the Roles page, click on the Add New button.
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- The Add Role Properties will load on the right side of the Roles List.
- There are 3 areas available.
- NOTE: the image below shows the Role Properties in a condensed form the default will show all areas expanded.
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- Properties - use this field to enter a name for the Role being created.
- Organization Permissions - this section will contain apps generally available in the Administration section.
- Entity Permissions - this section will contain all remaining apps.
- The process to enable permissions is the same for Organization & Entity.
- Ensure that the Organization Permissions section is expanded and all permissions are shown.
- Example below is showing Packages and Roles.
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- Selection Box - click on the Selection Box to enable ALL permissions within the app.
- Individual Switches - to turn a specific permission On or Off - click on the switch next to the name.
- Example below shows Roles with ALL permissions allowed.
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- Example below shows Roles with the Delete & Update permissions OFF.
- This would allow a user to Create New Role and to View Existing Roles.
- User would not be allowed to Delete or Edit/Update an Existing Role.
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- Use the same process for the remaining permissions in Organization.
- Move down to the Entity Permissions section.
- At the beginning of the section there 2 options available.
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- Apply to All Entities - most VersaVision Systems consist of 1 Location/Entity - this is selected by default.
- Specify Applicable Entities - this option should only be selected when there are Multiple Locations/Entities - contact VersaCall Support for assistance with this type.
- Example below shows Automated Reports with ALL permissions allowed.
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- Example below shows Automated Reports with the Delete permission OFF.
- User would not be able to remove any existing Automated Reports.
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- After all of the permission have been Enabled/Disabled - click on the Save button in the top right.
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- The Roles List will update with the new Role that was created.
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- EDIT ROLE
- Click on the Role that needs to be edited - so that it is highlighted.
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- Locate the Permission/Application that needs to be edited in the Organization or Entity section.
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- To enable all Permissions for an application that was previously OFF - click on the Selection Box
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- All permissions for the application will be enabled.
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- To Enable or Disable a specific Permission - click on the Individual Switches
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- The permission that was OFF will be ON or the permission that was OFF will now be ON.
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- Make adjustments to all Permissions needed.
- After all of the permission have been Enabled/Disabled - click on the Save button in the top right.
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DELETE/REMOVE A ROLE
- Click on the 3 dot menu for the Role that needs to be removed.
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- Select Delete from the menu.
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- A warning message will appear.
- Select Delete to remove the Role or Cancel to keep the Role
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- The Role will be removed from the Roles List.
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