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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.

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To become an administrator user, they must be assigned to the “admin” role. This role provides the assigned user with several privileges such as:

• They can access the Control Panel to handle their administrative resources on the platform such as register users, change user passwords and permissions, etc;
• They can browse through all the documents except for the My Documents folders belonging to other users, and also edit or delete a document regardless of the applied security;
• They can query workflow requests even if they are not participating in the process.

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

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01. In the Control panel feature, click the General tab and click on Roles.

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Painel
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)

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Edit roles

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01. Select the role you want to edit.

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Painel
If you want to delete a determined user from the role, select the user and click Remove.

06. Click Save. 

Delete Roles

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01. Select the role you want to delete.

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Painel
It is not possible to delete roles with related users.

03. Click OK.

 

 

 

Informações
title Please note!
This documentation is valid from the Waterdrop (1.56.10 4) update. If you use a previous update, it may contain information different from what you see on your platform.

 

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