Index 

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 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.

All users created on the platform are assigned to the “user” role, which cannot be deleted or edited.

To become an administrator user, they must be assigned to the “admin” role.

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.

02. Click Add.

03. Enter the code and description.

04. Enter the users who will be part of this role.

05. To add more information, you should click Register Additional Information.

06. Click Save.

Alternative Path(s)

Edit roles

01. Select the role you want to edit.

02. Click Edit.

03. If necessary, change the role description.

04. In Users of role, click Add.

05. Enter the user.

06. Click Save.

Delete Roles

01. Select the role you want to delete.

02. Click Delete.

03. Click OK.