Roles

Owned by Olesya Tantsyura
Last updated: Mar 28, 2024
3 min read

1. Description

By default, there is one Role - sysadmin, which has all rights and access.

The Roles created in this section are used in the Webitel system. Depending on the Role setting, access to different actions can be granted; a list of possible actions can be found here.

It consists of the following elements:

  1. Creation tool (Fig.1(1));

  2. Search field (Fig.1(2));

  3. Refresh button (Fig.1(3));

  4. Registry (Fig.1(4));

  5. Pagination (Fig.1(5)).

Fig. 1. Roles page

1.1. Creation tool

Use the Add button (Fig.1(1)) to create a new object. Access to a General tab opens after clicking.After filling in the tabs, click the Save button. You can open tabs for existing Role through the entries editing tool (see paragraph 1.4.4).

Tabs:

1.2. Search field

The search is performed on the Name column.

1.3. Refresh button

(Fig.1 (3)).

1.4. Registry

The registry is a list of entries of existing objects in this section, each of which consists of a set of fields:

  1. Checkbox;

  2. Name;

  3. Description;

  4. Editing tool;

  5. Removal tool.

1.4.1. Checkbox

Fig. 2. Confirm deletion modal window

1.4.2. Name

The name of the Role is displayed here.

Clicking on a name opens the General tab for that Role (if you have edit rights).

1.4.3. Description

A brief description of the Role is displayed here.

1.4.4. Editing tool

1.4.5. Removal tool

Fig. 3. Confirm deletion modal window

1.5. Pagination

2. Opportunities

2.1. Create a new Role

Goal

Create a new Role

Goal

Create a new Role

Preconditions

  1. Access to the Admin application;

  2. Access to the Roles section in the Admin application;

  3. Permission to create in the Roles section.

Steps



  1. Click the Add button. The General tab opens.

  2. Enter data. The Save button becomes active.

  3. Fill in the required data in other tabs.

  4. Click the Save button

Result

Data saved. The Role is created.

2.2. Delete a Role

Goal

Delete a Role

Goal

Delete a Role

Preconditions

  1. Access to the Admin application;

  2. Access to the Roles section in the Admin application;

  3. Permission to select and delete in the Roles section;

  4. The presence of at least one Role.

Steps



  1. Find the Role you want to delete in the registry;

  2. Click the delete button -

    . A modal window opens to confirm the deletion;

  3. Click the Yes button.

Result

The modal window closes. The Role is removed.

2.3. Delete several Roles

Goal

Delete several Roles

Goal

Delete several Roles

Preconditions

  1. Access to the Admin application;

  2. Access to the Roles section in the Admin application;

  3. Permission to select and delete in the Roles section;

  4. The presence of at least one Role.

Steps



  1. Find the Roles you want to delete in the registry. Select them using the checkbox;

  2. Click on the delete button at the top of the registry. A modal window opens to confirm the deletion.

  3. Click the Yes button.

Result

The modal window closes. Roles are removed.

2.4. Edit a Role

Goal

Edit a Role

Goal

Edit a Role

Preconditions

  1. Access to the Admin application;

  2. Access to the Roles section in the Admin application;

  3. Permission to edit in the Roles section;

  4. The presence of at least one Role.

Steps



  1. Find the Role you want to edit in the registry.

  2. Click on the edit button in the entry of this Role. The General tab opens.

  3. Open the tab you need.

  4. Make changes.

  5. Click the Save button.

Result

Data saved.