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-The [[administration>>doc:Server]] surface of the forms created by {{formcycle/}} is divided into different [[modules>>doc:Das Menue]]. . By means of the role management, it is determined which modules and functionalities are available for [[users>>doc:Main.Administration.Modules.UserSettings.User]] in this role. |
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+{{content/}} |
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-{{figure image="090En.png"}} |
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-Permissions for the {{formcycle case="acc"/}} |
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+== General information == |
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+ |
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+The administration interface of {{formcycle/}} is divided into different [[modules>>doc:Formcycle.UserInterface.WebHome]]. By means of the role management, it is determined which modules and functionalities are available for [[users>>doc:User]] in this role. |
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+ |
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+{{figure image="1_en_Permissions.png" clear="h1"}} |
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+Setting permissions for roles in {{formcycle/}} |
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{{/figure}} |
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-{{figure image="091En.png"}} |
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-Permissions for the {{designer case="acc"/}} |
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+{{figure image="2_en_ModulesDesigner.png" clear="h1"}} |
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+Permissions for the user interface and the {{designer/}} |
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{{/figure}} |
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+{{figure image="user-role-new-en.png" clear="h1"}} |
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+Creating a new role |
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+{{/figure}} |
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+ |
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Initially, the following two roles are available. |
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-* {{litem title="Inbox manager"}}This role is only assigned to the [[inbox>>doc:Inbox]] module.{{/litem}} |
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-* {{litem title="Client administrator"}}In this role, all modules and functions are available.{{/litem}} |
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+; Inbox agent |
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+: Default role for a user that may only access the [[inbox>>doc:Formcycle.Inbox.WebHome]]. |
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+; Client administrator |
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+: Default role for the administrator that is granted access to all features. |
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== Creating a new role == |
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-{{figure image="092En.png"}} |
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-Creating a new role in {{formcycle case="dat"/}} |
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-{{/figure}} |
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+To create a new role, go to the menu //User settings {{rarrow/}} Roles//. Click on the {{ficon name="plus-circle-outline"/}} button, enter a name for the role and select the permission granted to all users assigned to the role. |
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-A new role is created in the main navigation panel under the item //user management {{rarrow/}} role//. Enter a name for the role and then select the [[modulest>>doc:Das Menue]] to which the [[user>>doc:Main.Administration.Modules.UserSettings.User]], in this role, may have access. |
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+For each role, you can edit the following base settings: |
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-Depending on the module, there is a choice of additionally available functions, which can also be selected individually. Only modules or features that have been enabled, are available to the user with this role. |
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+; {{version major="6" minor="1"/}} Dashboard type |
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+: The [[dashboard page>>doc:Formcycle.UserInterface.Dashboard]] that is used for all users that are assigned to this role. More dashboard pages may be installed via plugins. |
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+; Allow access via JSON REST interface |
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+: Whether users assigned to this role are granted access to the JSON HTTP REST interface provided by {{formcycle/}}. Please note that this REST interface is deprecated and should not be used anymore. |
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-* In the upper section //permissions FORMCYCLE//, the modules and functions for the [[{{formcycle/}} configuration>>doc:Server]] are set. |
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-* In the lower section, //Designer Authorization//, permissions for functions for the [[{{designer/}}>>doc:Designer]] are set. |
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+The access permissions are split into the following two groups. Some permissions consist of several more specific permissions that you may grant or deny individually. |
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-== Delete this role == |
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+; Permissions FORMCYCLE |
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+: Permissions for the [[backend>>doc:Formcycle.UserInterface.WebHome]] |
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+; Permissions Designer |
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+: Permissions for the [[{{designer/}}>>doc:Formcycle.FormDesigner.WebHome]] |
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-A role can only be deleted if it is not being used any more by any [[user>>doc:Main.Administration.Modules.UserSettings.User]]. |
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+To save the configuration, click on the save button at the bottom. |
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+ |
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+== Deleting a role == |
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+ |
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+To delete a role, first select the role and then click on the {{ficon name="trash-alt2"/}} button. However, please note that a role may not be deleted if some [[user>>doc:User]]s are still assigned to this role. |