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Speaking of roles...
In Houaiss Portuguese Dictionary, we can search for the following meaning for the word "role": "duty, legal, moral, professional obligation or assignment, function that is performed or fulfilled".
The roles should be registered aiming at identifying the different functions available in the company.
The relationship between roles and users makes the identification of users able to perform determined task in a workflow easier.
Examples of Roles
- GER - Managers
- DIR - Directors
- FIN - Finances
- PRG - Programmers
- ANJ - Analysts (Junior)
- ANS - Analysts (Senior)
- ADS - System Administrators
Information Register
Roles registrations should be carried out by accessing "Roles" in the Control Panel.
The relationship between User and Roles is established in the User Registration function and when the role is created.
It is important to remember that the same user can be associated with more than one role, according to the functions he or she has.
Use
In the platform, the roles are used to:
Restrict the list of users when assigning a task. This filter is carried out using the assignment mechanisms available.
Basic Path
01. In the Control panel feature, click the General tab and click on Roles.
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It is possible to add specific fields for a group. E.g.: Department to which this role and/or Person responsible belongs (a coordinator or director). |
06. Click Save.
Alternative Path(s)
Edit roles
01. Select the role you want to edit.
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| If you want to delete a determined user from the role, select the user and click Remove. |
06. Click Save.
Delete Roles
01. Select the role you want to delete.
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It is not possible to delete roles with related users. |
03. Click OK.
Speaking of roles...
In Houaiss Portuguese Dictionary, we can search for the following meaning for the word "role": "duty, legal, moral, professional obligation or assignment, function that is performed or fulfilled".
The roles should be registered aiming at identifying the different functions available in the company.
The relationship between roles and users makes the identification of users able to perform determined task in a workflow easier.
Examples of Roles
- GER - Managers
- DIR - Directors
- FIN - Finances
- PRG - Programmers
- ANJ - Analysts (Junior)
- ANS - Analysts (Senior)
- ADS - System Administrators
Information Register
Roles registrations should be carried out by accessing "Roles" in the Control Panel.
The relationship between User and Roles is established in the User Registration function and when the role is created.
It is important to remember that the same user can be associated with more than one role, according to the functions he or she has.
Use
In the platform, the roles are used to:
| Informações | ||
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This documentation is valid from the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform. |
Restrict the list of users when assigning a task. This filter is carried out using the assignment mechanisms available.
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