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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.
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- 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.To register Roles, go to “Roles” in the People container of the Control Panel
The relationship between User and Roles is established in the option Users and upon creating and/editing a role. 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.
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Restrict the list of users when assigning a task. This filter is carried out using the assignment mechanisms available.
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Displaying roles
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01. In the Control panel feature, click the General tab and click on Roles.
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There are two ways of associating a workflow role with a user:
1s by the role itself.
main menu, click Control Panel, then check People container and click Roles.
Add role
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01. In the main menu, click Control Panel, then check People container and click Roles
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02. Click Add.
03. Enter the code and description.
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To avoid inconsistencies, the role code must not contain special characters. |
04. Enter the users who will be part of this role.
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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.
Edit
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role
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01. In the main menu, click Control Panel, then check People container and click Roles.
02. Select the role you want to edit.
0203. Click Edit.
0304. If necessary, change the role description.
0405. In Users of role, click Add.
0506. Enter the user.
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If you want to delete a determined user from the role, select the user and click Remove..
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0706. Click Save.
Delete role
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01. In the main menu, click Control Panel, then check People container and click Roles.
0102. Select the role you want to delete.
0203. Click Delete.
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It is not possible to delete roles with related users.. |
04. Click OK.
Associate a role with a user
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There are two ways of associating a role with a user:
1s by the role itself.
2nd by the Users/Edit/Register Roles/Add button option.
Role permissions
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Permissions can be directly associated with the role, with the exception of the admin role, which by default already has full control over all features.
Access permissions
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The permission options presented depend on the feature type. For more details, see the Permissions documentation.
01. In the main menu, click Control Panel, check the People group and click Roles.
02. Select the role you want to change.
03. Click Edit.
04. In the Permissions section, click Manage permissions.
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A screen will open containing all the features released for the role. It is possible to add other permissions, check details or manage them. |
Add permission
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01. Access the Roles permissions screen, as presented in the Access permissions item.
02. Press the Add button.
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The available feature categories will be displayed in menu order. Search or filter can be used to make it easier to find information. |
03. Find the category for which you wish to define permissions and click the button 
to expand the features.
04. Find the desired feature and click the button 
to access the permission options.
05. Check the permission options that must be applied to the roles.
06. Click Finish to apply the permissions in the feature.
07. Click Finish to conclude permission management for the role in question.
Query permission details
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01. Access the Roles permissions screen, as presented in the Access permissions item.
02. In the listing, locate the feature for which you want to view the specification.
03. Click the button 
in the Actions column.
Manage permissions
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01. Access the Roles permissions screen, as presented in the Access permissions item.
02. In the listing, locate the feature for which you want to make changes.
03. Click the button 
in the Actions column.
04. Modify permission options as needed.
05. Click Finish to save the changes.
Delete permissions
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01. Access the Roles permissions screen, as presented in the Access permissions item.
02. In the listing, locate the feature for which you want to make changes.
03. Click the button 
in the Actions column.
04. Click Finish to save the changes03. Click OK.
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This documentation is valid from the Waterdrop (1.6.4) 7.1 Crystal Lake update. If you use a previous update, it may contain information different from what you see on your platform. |
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