Roles And Permissions

The Roles Page features a table that lists down all permission available on ERM, categorized by their type/domain. To see permissions within a type, simply click on the type's header to expand the row and view it's permissions. Alternately, you can click on the Expand All button to view all permissions.

The table allows viewing roles via dropdown in the table header. To see all available roles, simply click on one of the two dropdown in the table header to see the complete list of roles.

Atop the role-permissions table is a single filter that can be used to filter what type of roles are shown in the dropdown.

The table allows modifying permissions for roles. To modify a role's permissions, click on one of the two dropdown in the table header and select your desired role. Then toggle any permissions you wish to change and click the Save button to sync the update permissions on the server.

The table allows modifying two roles at once, for better efficiency, visibility and ease of comparison.

Creating a New Role

To create a new role, click on the Create Role button to open the New Role Popup.

Fill in the resultant form and click the Save button to sync the new role on the server.

Default roles cannot be modified or deleted. Custom Roles show additional buttons adjacent to the dropdown, that can be used for editing or deleting the role.

To edit a role's name, click on the pencil icon adjacent to the dropdown. This will convert the dropdown into an edit field.

Edit the role's name and click on the check icon to save, or click on the cross icon to abort.

To delete a custom role, click on the trash can icon. The user will be prompted with a confirmation dialog. The user can choose to proceed with the deletion, or abort.

The delete button will appear greyed out and disabled for custom roles that are currently assigned to users.