Editing a Role

The following section describes how to change the predefined permissions of a Role to customize it further. It also explains how to duplicate a Role to create a new Role and how to delete it.

The database templates in ActivityInfo come with some predefined Roles. The predefined Roles define the type of Permissions a user will have to the Database/Folder/Form they have been added to.

You can:

  • Rename a Role
  • Duplicate a Role
  • Delete a Role
  • Change the Permissions of a Role

You might want to change the Permissions that come with a Role to better meet your needs.

Please keep in mind that when you change the Permissions that correspond to a Role then this will apply to all the users that have been assigned with that Role.

Take a look at the available Templates and Roles.

Be carefull when you delete a Role, users assigned that Role will be left with "Access denied".

How to rename a Role
  • Click on Database settings to navigate to the Database settings.
  • Click on "Roles" to reveal the available Roles for this database.
  • Click on the Role you want to rename and click on "Rename role".
  • Give a new name to the Role and click on "OK" to save it.
  • The Role has been renamed.
How to duplicate a Role
  • Click on Database settings to navigate to the Database settings.
  • Click on "Roles" to reveal the available Roles for this database.
  • Click on the Role you want to duplicate and click on "Duplicate role".
  • The Role has been duplicated. You can rename it to make it distinct or edit its Permissions to customize it further.
How to delete a Role
  • Click on Database settings to navigate to the Database settings.
  • Click on "Roles" to reveal the available Roles for this database.
  • Click on the Role you want to delete to select it and click on "Delete role".
  • On the pop message click on "OK" to confirm the deletion.

Be carefull when you delete a Role, users assigned that Role will be left with "Access denied".

  • The Role has been deleted.
How to change the Permissions of a Role
  • Click on Database settings to navigate to the Database settings.
  • Click on "Roles" to reveal the available Roles for this database.

Please note that the Roles may vary depending on the template you use.

  • Click on the Role for which you want to change the available Permissions. In the side panel you can view the Permissions that apply to the Role currently and any related Parameters.
  • Click on "Edit permissions".
  • Tick or untick the boxes to define the new Permissions that you want to apply for this Role.
  • Click on "Save" to save the changes.
  • The Permissions for that Role have been changed.