There are 2 default Roles: User and Admin.
The creator of a custom application is automatically assigned the Role of Admin meaning that they have total control over the application, its settings, products, reports, users etc.
The User Role permits the creation, editing and management of Projects, and the creation of and access to Snapshots of those Projects. This Role would apply to most end users of your custom application.
As Admin you can create new Roles that can give particular user groups greater or lesser access to your custom application.
All individual privileges available to Admins can be set within and applied to a Role. For example, if you want someone to be able to see the Projects created by all your users, but not to be able to edit any of those Projects, i.e grant read-only access to all Projects, you can do this with a Role.
The Admin privileges that are individually assignable are as follows:
| Privilege | Read-Only | Read/Write |
|---|---|---|
| Application Settings | ||
| Application Files | ||
| Application Products | ||
| Application Reports | ||
| Application Users | ||
| Application Roles | ||
| Application Lists | ||
| Application Emails | ||
| Application Translation | ||
| Application Logs | ||
| Projects | ||
| Snapshots | ||
| Project DWGs |
To create a Role, go to Admin | Roles and click on the + Role button. Set a Name for the Role and then check each Prilivege that you want to be available to that Role.
To assign one or more Roles to a User, go to Admin | Users and in the Roles column click on the current value; in the popup that displays, check each Role you want to assign to the user and click OK.