Creating and Managing Roles
A "Role" is a critical aspect of setting user permissions. Roles allow users to be granted or restricted permission to access the Dashboards, Sites, and Setup of your Simpliscada system.
- Roles are configured in the "Roles" page, but are assigned to each user from the "User" setup screen.
There are 2 default roles:
CompanyAdmin - This is the owner of your site. This role has complete and unrestricted access to view, add, update, and archive every aspect of the site.
Admin - Similar to the CompanyAdmin, however the permissions for this role can be restricted by adjusting the permission levels in the role setup page.
- The "Roles" setup page can be accessed by hovering over the green "Gear Icon" in the top right of the page and selecting "Roles".
- The left-hand pane contains a search window (for quickly finding a role), an "Add +" button (for adding new roles), and a list of existing roles.
- To add a new role, select the green "Add +" icon from the left-hand area. You will then enter a "Role Name" for the new role.
- There are 4 check-box options for each site/setup page:
Can See - this will allow the page to be visible to the user.
Add - this will allow the user to add new items to the respective page.
Update - this will allow the user to make changes to existing items.
Archive - this will allow the user to delete or "archive" an item.
- Simply check-mark the items that you wish the role to include permissions for and click on the green "Save" icon in the top-right corner of the screen when you are done.
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