Role Management

Role Management is used to create, edit, and manage roles that may be assigned to users.

Select Role Management from the Organization Information menu.

 

The Add New Role page opens:

Role Management

Key Points

The Add New Role page allows users to:

Each action is discussed below:

Add New Role

To add a new role, click the Add New Role button.

The Add Role page opens:

Add Role

In the Role Name text box, enter a descriptive name for the new role.

NOTE:  Role Names must be unique.

Scroll through the listing of privileges and check the Enable box for one or more privileges that this role will consist of.  

Once all privileges for the role have been established, be sure to click Save at the top of the page.

Once saved, the page will refresh to display two tabs at the top of the page:

There will also be additional action buttons available:

Privileges

By default, after a new role is created and saved, the page refreshes to display the default tab of Privileges.

Saved Role

Save

While on this tab, you may add/remove privileges as needed.  

Be sure to Save any changes.

Save As

Or, you may add/remove privileges as needed, provide a new Role Name.

In this scenario, be sure to click the Save As button.

You will land on the Privileges tab.

Delete

You may also Delete the displayed role by selecting the Delete button.  

A confirmation message will display:

Delete this Item?

Click OK to proceed with deleting the role.  You will be returned to the Add New Role page.

Choose Cancel to end the deletion process; the role remains intact.

Users

The second tab available after saving a new role, is the Users tab.

Select Users to view the users that currently have this role assigned.

Edit Role

From the Actions column on the Add New Role page, select the Edit Edit icon to modify the privileges or name for a current role.

If you wish to modify the existing Role Name, simply make changes as needed.  

If you wish to modify the existing privileges, scroll through the listing of roles and...

If you wish to remove the Role entirely, click the Delete button.

A confirmation message will display:

Delete this Item?

Click OK to proceed with deleting the role.  You will be returned to the Add New Role page.

Choose Cancel to end the deletion process; the role remains intact.

Delete Role

From the Actions column on the Add New Role page, select the Delete Delete Role icon to remove an existing role.

A confirmation message will display:

Delete Role?

Click OK to proceed with deleting the role.  You will be returned to the Add New Role page.

Choose Cancel to end the deletion process; the role remains intact.

Copy Role

From the Actions column on the Copy Role page, select the Copy RoleCopy Role icon to copy an existing role.

The following window opens:

Copied Role

Enter a unique Role Name.  

Click Save.  

Choose Cancel to close this window without creating a copy of the role.

If you chose Save, the application opens to the Role Details page.

The assigned privileges from the copied role will be already enabled.

If you wish to modify the existing privileges, scroll through the listing of roles and...

If you wish to remove the Role entirely, click the Delete button.

A confirmation message will display:

Delete this Item?

Click OK to proceed with deleting the role.  You will be returned to the Add New Role page.

Choose Cancel to end the deletion process; the role remains intact.

Privileges Related to Admin Sections & Subsections

There are categories that are specific to the administration of WebProcure including some that specifically drive what the user has access to within the Configure Documents and Organization Information sub-menus.

Roles and Privileges
Role Category Privileges
Admin-Admin

Admin (Access to Admin link from Navigation Bar)

Admin-Document Assign Document Type
  Document Library Archive Document
  Document Library Delete Document
Manage Contract Visibility
Manage Document Library
Manage Document Types
Manage Notification LIbrary
Manage Questionnaire Library
Manage Solicitation Fields
Admin-Field Document Field Mapping
Manage Field Library
Admin-Organization Upload Contracts
Upload Historical Pricing
Commodity Setup
Manage Suppliers
Order Management
Update (Organization Information)
Update User
Update User Role
View Organization
View User Roles
View Users
Workflow Templates
Admin-Roles Add Roles
Delete Role
Update Role
View Roles
Admin-Setup Payments
Setup
Supplier
Admin-Users Add Users
  Delete User
  Update User
  View Users

 

NOTE: If a user does not have the privilege for a section or subsection, they will not see the corresponding Admin module menu option.

As an example, the image below represents a user that only has:

As a result, this users sees only those Admin menu options that are not tied to the assigned privileges in the Admin-Document category.

Assigned Privileges within Configure Documents

Using the following image as another example, the image represents a user that has:

As a result, this user only sees the Admin menu options that are tied to the assigned privileges listed in the Admin-Document category.

Assigned Privileges within Configure Documents

 

 

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