Create User Roles
Walkthrough this video to see how to create roles :
There are two ways in which a user can create a user in the AIV application:
-
By clicking on the create icon
located at the bottom most toolbar. -
By right clicking any existing user and select Create Role as follows:
Create Role
Now perform the following steps in order to create a new user role:
- Click on Create using one of the methods mentioned above which will open the following popup.
- Enter the details as shown in the figure below.
- Let us understand what is the purpose of each field:
- Name: Enter the name you want to give to the role. (*required field)
- Email Address: Enter the email address of the user role (*required field).
- Description: Enter any text describing the role of user (optional field).
- Admin Active: This is a toggle value which gives admin rights to user. If enabled the user does not need to provide rights to any section individually.
- Landing Page: The first page that will be opened on login.
-
When a role is not part of the Admin role, the administrator can assign different privileges to the role as per requirements.
-
This can be done using the various options, there are three options available for each section:
- No Access: Users with this role will have no access to the selected sections.
- View:- Users with this role will have only view privileges, that means they cannot edit or create new files in the selected sections.
- Full Access: Users with this role will have all the rights such as create, edit, upload and delete the files for the sections with Full Access.
-
In case of any further help, the user can click on the
icon to access the AIV help documents. -
Finally, click on
button to create a new user role. -
If the user is not satisfied and wants to cancel the create request, he can do this by clicking on the cancel button next to submit or by clicking on
button next to the icon. -
After clicking on the submit button, you can see the successful message on the top of the screen.
