Roles

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

1.Ā 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 fieldĀ (Fig.1(2));
  3. Refresh buttonĀ (Fig.1(3));
  4. RegistryĀ (Fig.1(4));
  5. PaginationĀ (Fig.1(5)).

Fig. 1. Roles page

1.1. Creation tool

Use theĀ AddĀ button (Fig.1(1)) to create a new object. Access to aĀ GeneralĀ 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 NameĀ column.

It consists of an input field and a close button () displayed when the cursor is placed in the input field. To search by part of a word or a number, use the * symbol. You can also use the *Ā character to replace any number of characters.

1.3. Refresh button

Updating the register table is performed by clicking on the 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

Used to select one or more entries. An additional removal tool appears after selecting one or more entries. Information about the number of entries chosen for deletion appears when you hover over this tool. When you click on it, a modal confirmation window appears. It contains the Yes, No, and close () buttons. Clicking the Yes button deletes the entries. Clicking the No button closes the modal window, and the entries are not deleted.

All records on the page will be selected if you select the checkbox in the header.

Fig. 2. Confirm deletion modal window

1.4.2. Name

The name of the Role is displayed here.

Clicking on a name opens the GeneralĀ 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

The GeneralĀ tab opens after clicking on this button. You can change the object's data and go to other tabs for editing.

1.4.5. Removal tool

It is used to remove an object with confirmation through a modal window. A modal confirmation window appears after clicking the button. Clicking the Yes button - deletes the object and the entry. Clicking the No button closes the modal window, and the object is not deleted.

Fig. 3.Ā Confirm deletion modal window

1.5. Pagination

It consists of the RowsĀ per page field, which indicates the number of entries (it is possible to set from 1 to 1000) per page, and forward and backward buttons for switching pages.

2. Opportunities

2.1. Create a new Role

Goal

Create a new Role

Preconditions
  1. Access to the Admin application;
  2. Access to the RolesĀ 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 SaveĀ button becomes active.

  3. Fill in the required data in other tabs.

  4. Click the SaveĀ button

Result

Data saved. The Role is created.

2.2. Delete a Role

Goal

Delete aĀ 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 YesĀ button.

Result

The modal window closes. The Role is removed.

2.3. 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 YesĀ button.

Result

The modal window closes. Roles are removed.

2.4. 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 SaveĀ button.

Result

Data saved.