Role Management

Role Management

Role Management is a critical component of the User Management module that allows administrators to create and manage user roles with specific permissions. Roles define what actions users can perform in the system and provide a structured approach to access control.

Understanding Roles

What are Roles?

• Definition: Roles define what actions users can perform in the system
• Permission Assignment: Each role has specific permissions assigned to it
• User Assignment: Users can have one role
• Access Control: Role controls access to various system features
• Security: Role provide a security layer for the system

Common Roles

• Super Admin: Full system access
• Organization Admin: Organization-wide management
• Site Manager: Site-specific operations
• Inspector: Field inspection execution
• Viewer: Read-only access

Role Definition

Role Creation

Creating new roles involves defining role properties and assigning permissions:

• Role Name: Unique identifier for the role
• Permission Assignment: Assign specific permissions

Role Operations

Creating Roles

1. Navigate to Roles from the main menu
2. Click "Create Role"
3. Enter a descriptive role name
4. Select permissions from the available categories
5. Click "Save" to create the role

Editing Roles

1. Find the role in the roles list
2. Click the edit icon
3. Modify role name or permissions
4. Click "Save" to update the role

Deleting Roles

1. Click the delete icon next to the role
2. Confirm deletion in the popup
3. Note: Roles cannot be deleted if users are assigned to them

Permission System

Permission Categories

Permissions are organized by category for easy management:

• Dashboard: Dashboard access permissions
• Users: User management permissions
• User Groups: User group management permissions
• Roles: Role management permissions
• Sites: Site management permissions
• Site Groups: Site group management permissions
• Question Types: Question type management permissions
• Templates: Template management permissions
• Inspections: Inspection management permissions
• Tasks: Task management permissions
• Schedules: Schedule management permissions
• Resources: Resource management permissions
• Issues: Issue management permissions
• Workflows: Workflow management permissions
• Organization: Organization settings permissions
• SMS Settings: SMS configuration permissions

Permission Types

• View: Read-only access to resources
• Create: Create new resources
• Edit: Modify existing resources
• Delete: Remove resources
• Change Status: Modify status fields
• Update Password: Reset user passwords
• Archive: Move resources to archive

Permission Management

Permission Assignment

• Select All: Assign all permissions at once
• Category Selection: Assign permissions by category
• Individual Selection: Assign specific permissions

Permission Organization

• Category-based: Organize permissions by category
• Hierarchical: Organize permissions hierarchically

Role Management Interface

Role Listing

• Display All Roles: Show all roles in table format
• Role Creation: Create new roles
• Role Editing: Modify existing roles
• Permission Management: Manage role permissions

Permission Interface

• Permission Categories: Organize permissions by category
• Permission Selection: Select/deselect permissions
• Bulk Selection: Select all permissions
• Category Selection: Select permissions by category

Best Practices

Role Design

• Permission Planning: Plan permissions carefully
• Role Naming: Use clear, descriptive role names
• Regular Reviews: Regularly review role assignments

Security Considerations

• Principle of Least Privilege: Grant minimum necessary permissions
• Role Segregation: Separate roles by function

Troubleshooting

Common Issues

• Permission Problems: Check role permissions
• Assignment Issues: Verify role assignments