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. Roles with a star indicate that the role is default, and cannot be edited. Roles with a shield badge indicate that the role is an org role. Permissions with a shield badge indicate that the permission is an org-only permission , and cannot be set on non-org roles. 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. To only see permission enabled for a certain role, select the role via one of the two roles dropdowns and the check the Show enabled permissions only checkbox for that role
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.
Duplicating Roles
To duplicate a default role, click on the Duplicate Role dropdown visible on the top right corner of the New Role Popup. Select a default role from the resultant dropdown. This will pre-fill details from the default role in the popup's fields. Click Save to duplicate the role
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 and click Save to update the role.
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.
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