How To: Define and Manage Roles & Permissions in Asset Infinity

How To: Define and Manage Roles & Permissions in Asset Infinity

Roles & Permissions feature helps the user to define the authority to users under different roles to perform different transactions and functions in the application. Roles can be created on the basis of user type (Admin, Employee). 

Menu > User Settings > Roles & Permissions
 
There are two User types in the application by default i.e., Admin Role (with asset location and category) and Employee Role (with Asset Location). To define roles & permission, the user can go to Menu and select Roles & Permissions under User settings. 
 

 

 

After landing on the roles & permission form click on the create button available at the top of the screen.
 


 

After clicking on the create button a new screen will pop up as shown below and the mentioned fields are explained below.
 


 

 
Once the desired changes are done in the form click on save button to create the role in the application and the same can be viewed in the roles & permission form.
  
Copy
 


 

Users can copy existing roles & permission to the new role by using the Copy button available in the roles & permission grid. Select the role and click on the Copy button.
 


 

Now the user has just to put the role name and click on the Save button. 
 

Edit Users


 
 
Users can edit existing roles and permissions by using the Edit button present on the gird. Select the role and then click on the Edit button.
 
Here in the pop-up screen users can edit role name, roles permission, location access, role type and defined status. To save the edited role, click on the Update button.
 
Delete 
 
Users can delete the existing role by using the Delete button available on the grid. User can only delete one role at a time. Select the role and click on the Delete button.
 


 
After you click on the delete button the confirmation screen will pop-up where you have to click on Yes button to delete the role and after the confirmation the role will be deleted from Roles and Permissions master as shown below.

 

 

View

 

If the users want to view the created roles & permission in the master then user need to select the record from the grid and choose the view option available on the grid for viewing the details available in the selected role.

Manage Grid & Other Options

 

 

Manage Grid


 


If a user wants to Manage Grid, there is an icon on the top of the screen next to Export to Excel icon and here users can manage the order of the columns under the grid by scrolling the column and can Hide/Unhide columns. This can be done by marking the checkbox under the grid column and here the user can create the pivot table as well by selecting the pivot mode. As shown below.
 


Export
If the user wants to export the roles & permission master from the application user need to select the export option available at the top of the screen where the user has the option to export the excel or the PDF whichever is needed.

Refresh
If the user wants to refresh the data in the roles & permission master, then he needs to choose the refresh button available at the top of the screen to refresh the available record in the master.

Report & Widget

If the user wants to create a custom report or widget, then user needs to choose the Report/widget button available at the top of the screen to create the required form of visual data in the dashboard of the application.


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