Define Access Roles

Explanation

This activity is used to create an access role and assign access attributes to it. Access roles are responsible for control of what data a user can access and register.
There are two types of access roles:

• Access to Data - this role groups together attributes responsible for access and control over data of other people. Such roles are assigned to supervisors.
• Data Registration - this role groups attributes that allow employees and persons to register their own data. If an area in the application is protected by a data registration access attribute, this attribute has to be included in an access role, and assigned to anyone who wants to access the protected content.

Prerequisites

In order to perform this activity, access attributes have to be defined in the Access Attributes window.

System Effects

As a result of this activity, an access role will be defined and available for assignment.

Window

Access Roles

Related Window Descriptions

Access Roles

Procedure

1. Open the Access Roles window.
2. In the header, add a new record.
3. In the Access Role ID field, enter the unique identifier of the role.
4. In the Access Role Name field, enter the name of the role.
5. In the Access Role Type field, select the type of the access role.
   Note: Once the type is selected, only registration of a specific type of attributes is possible.
6.  In the Access Role Description field, enter the description of the access role. It can be useful to provide some additional details in case of roles that incorporate many attributes.
7. In the table, add a new record.
8. In the Attribute ID field, enter the unique identifier of an access attribute you want to assign to the role. You can use the list of values.
9. Select the Granted check box, to activate the attribute. If this check box is not selected, the attribute will not work, even if it is assigned to the role. This option is useful for making temporary changes to a role if you don't want to completely remove the record.
10. In the Attribute Level field, enter the authority level of the attribute. If 2 supervisors have the ability to alter the same data, the one with higher attribute value will be able to overwrite any changes.
11. Save the information.