How do I create and assign a role?
A role is a combination of privileges assigned to a given user within a defined perimeter. To ensure that your users have the right to perform certain actions or not, it is essential to assign them one or more roles.
Note: This feature is available on request. If you'd like to find out more, let us know! ☺️
To manage the Roles of your company's users, go to the "Management" menu (1), then you can manage roles in different ways.
In this article:
- The "Roles" icon: Assign a role to a user
- The "Users" icon: Assign a role from the user file
- The "Roles administration" icon: creating and managing roles
- How do I create a role?
Note: Only users with the "ADMIN", "ADMIN_ACHAT" or "GESTUSER" privilege have access to Roles and Role Administration.
The "Roles" icon: Assign a role to a user
The first step is to select the scope (1) on which you wish to assign roles. Then add a new person by clicking on "NAME" and selecting them from the drop-down menu (2). Choose the Role (3) you wish to assign, then click on "Add" (4).
Finally, check that the person has been added to the summary table (5). If necessary, modify or add to the assigned role directly in the table, by clicking on the "+" (6), or remove an assigned role by clicking on the red eraser (7).
Note:
As with Privilege Management, in the "User File", roles are added one after the other for each perimeter, unlike the "Privilege Management" page, which lets you add a multiple selection of privileges for the same user within the same perimeter.
If you assign privileges at "Company" level, there's no point in adding privileges at "Facility" level, since the user will already have rights to all the Agency's worksites. The same applies to the Group - Agency logic.
The "Users" icon: Assign a role from the user file
Once you've clicked on the "Users" tab and then on the user of your choice, select the role (1) you wish to assign to the user from the list. Then define the scope of assignment (2), (Group, Agency, Worksite), and click on "Add" (3). Check that the role has been added (4), then click on "Validate" (5).
The "Roles administration" icon: creating and managing roles
The Roles administration page is divided into 2 distinct blocks: the list of roles (1), created by iBAT or by yourself, and an insert allowing you to create new roles (2). These will then be available only to your company.
How do I create a role?
The first step is to indicate the name of the role you wish to define (1), then add a short description (2) to make it easy to find. Then choose the visibility on which this role should appear (3), and indicate the privileges that should make up this role (4). Finally, click on "create this role" (5).
Once the role has been created, you can find it in the list of roles at the top of this page.
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
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