Role Management
Create users and customized permission
Introduction
Role Management functionality enables the admin to create roles with specific user permissions such as read, write and delete. The users with these roles can perform the functions defined by permissions. You can also create various users for different position within your organization.
Features and Benefits
The role management functionality has the following features and benefits:
Controlled Access- Using this feature you can enable permission to specific users and provide them access to perform various operations within the application such as read, write, run etc
Enables easy business operation
Organizations can use this feature to create users for various departments such as sales lead, account head, operations manager etc.
This is an admin functionality and hence enables security over the applications data
Provides a single pane view of the various users, ther permissions and access to data.
Process
In order to enable the role management feature to create users and custom permissions follow the below steps:
Login to DBSync Cloud Workflow by navigating to the DBSync website.
Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:
Provide your 'User Name' and 'Password' setup during signup and click 'Login'.
You will be redirected to DBSync Cloud Workflow Home Screen as shown below
You will be redirected to the role management section where you can create users or roles and permissions. You can also assign permissions to these users or roles.
There are two main tabs:
Permissions: Use this tab to create new permissions for various operative functions such as creations of projects, tasks, connectors, users or flows to be assigned to new users. Only the users enabled with this permission list will have the ability to perform the relevant operative functions.
User: Use this tab to create new users. In order to create users you need to create a role with specific permissions.
Create Permissions
Follow the steps below to create a new permission:
Click on the 'New' icon new to permissions list as shown below:
You will get a pop-up to provide a desired name for the creating a 'New Role Permission'
Click 'Create'
You will get a pop-up confirming the new role permission is created
Click 'ok'
You will be redirected to a page where you can access a list of permissions and settings.
Enable various operative permissions that you would like for this specific role.
You can also customize your settings for this specific role.
Use this role of 'Marketing Lead' for example to assign to a user that you create.
By default the 'Read' option is enabled for the connector and user. Create a role with specific permissions in order to create a user with this role. This is a pre-requisite for creating a user.
Creating Users
In order to create users, ensure you have a role created that you would like to assign to this specific user.
Only one role can be assigned to a user
Click on the 'Users' tab and click 'Add User'
Define a username, password , first name , last name and the desired role for this user. Click the drop down to access various roles created in your organization
Click 'Save Changes'
You will be redirected to a page displaying various users within your organization.
You can edit or delete the user at any time from this list. Simply click the 'Bin' or 'Pencil' icon next to the user name. Refer image below
