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Roles

Follow the guide below to manage roles.

  1. Sign Into PIMS
  2. Click On Admin -> Roles. You need to have Roles permissions in place.

View Role

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  1. Click on any active Role, and select View.
  2. This will open a dialog with the Role overview. This includes the Role’s location, permission and notifications.
  3. To view a Role Dashboard, select Dashboard. This will display the Dashboard selected panels. You can edit a dashboard here as well.

Create New Role

  1. Scroll to the end of the Roles table and click New Role.
  2. A dialog will become available for you to create the Role. alt text
    1. Role Status must be checked for it to be active.
    2. Role Name is required.
    3. Role Description is required.
    4. Locations: Select all the Locations that the Role should have access to.
    5. Permissions: Select all permissions that the Role should have. This will determine what the end user can see and do.
    6. Notifications: Select all the notifications this Role should receive.
  3. Click Confirm. Role will be created if there are no errors.

Update Role Locations, Permissions and Notifications

  1. Click on any active Role, and select Edit.
  2. A dialog similar to creating Role will become available but with all the information populated.
  3. Make the updates using the checkboxes for each category: Locations, Permissions, and Notifications.

Update Role Dashboard

  1. Click on any active Role, and select Dashboard.
  2. The dashboard dialog will present a similar experience where you can enable/disable dashboard panels using checkboxes. It will also show a high level preview of the grid breakdown. You can use the sliders to adjust the grid width per panel. alt text

Further reading