Role and Role Profile
Role
A Role defines the permissions for accessing various documents in iVendNext.
Roles define a set of permissions which can be set from the Roles Permission Manager. Most commonly used roles are already defined in iVendNext, you can use the system with them. If needed, you can add more roles. For example, if you assign the Sales User role to a user, they'll be able to access documents like Quotations and Sales Orders since the permissions are already set for the role of Sales User.
Steps to Add a Role
Creating a new role in iVendNext involves the following steps:
1. Log in to iVendNext:
Access your iVendNext account using your credentials.
2. Navigate to the Role List View Screen:
Go to: Home > User. Under the Users section click on the Role shortcut. Alternatively you can navigate to Home. Click on the Awesome Bar and then type the keyword - “Role List”. The application will perform a global search and will show results from several different record types related to the keyword. Click on the Role List search result to launch the Role List View Screen.
3. Create a New Role:
Click on the "Add Role" button to launch the New Role Creation Screen.
4. Enter Role Details:
Fill in the necessary details such as the home page, domain restriction, and any other relevant information.
5. Save the Role:
Once all the details are filled in, click on the "Save" button to create a Role.
6. Set Permissions
Click on the Role Permissions Manager button to launch the Role Permission Manager where you can set permissions for the role across different DocTypes.
Role Creation Screen
The various fields on the Role Creation Screen are explained below:
Role Name
Specify the Role Name.
Home Page
This field is used to specify the default landing page for users assigned to that role. When a user logs in, they will be directed to the page set in the "Home" field. This can be particularly useful for roles that require quick access to specific modules or dashboards, ensuring that users can efficiently navigate to the most relevant parts of the system.
Restrict To Domain
This field is used to limit the role's access to specific domains within the system. Domains in iVendNext are essentially different functional areas, such as Manufacturing, Sales, or Retail. By restricting a role to a particular domain, you ensure that users assigned to that role can only access and interact with the documents and features related to that domain.
Disabled
If disabled, this role will be removed from all users.
Is Custom
This setting indicates whether the role is a custom role created by the user or a standard role provided by the system. When this field is checked, it signifies that the role is custom-made and not part of the default roles that come with iVendNext. This allows users to create and manage their own roles tailored to their specific needs and requirements.
Desk Access
A role that has desk access can access iVendNext modules and the company's documents. The level of access depends on the roles assigned to the user.
Two Factor Authentication
This field is used to enable or disable two-factor authentication (2FA) for users assigned to that role. When this field is checked, it means that users with this role will be required to complete a second level of authentication, typically by entering a code sent to their email or generated by an authentication app like Google Authenticator, in addition to their password.
Role Profile
Role profiles store different roles so that multiple roles can be assigned at once.
Role Profiles act as a template to store and select multiple roles. This Role Profile can then be assigned to a User. For example, a Sales Supervisor will have the roles Employee, Sales Manager, Sales User, and Sales Master Manager. Role Profiles are useful to assign multiple roles at once when adding multiple employees.
Steps to add a Role Profile
Creating a new role profile in iVendNext involves the following steps:
1. Log in to iVendNext:
Access your iVendNext account using your credentials.
2. Navigate to the Role Profile List View Screen:
Go to: Home > User. Under the Users section click on the Role Profile shortcut. Alternatively you can navigate to Home. Click on the Awesome Bar and then type the keyword - “Role Profile List”. The application will perform a global search and will show results from several different record types related to the keyword. Click on the Role Profile List search result to launch the Role Profile List View Screen.
3. Create a New Role Profile:
Click on the "Add Role Profile" button to launch the New Role Profile Creation Screen.
4. Enter Role Profile Details:
Fill in the necessary details such as the role profile name, and any other relevant information.
5. Save the Role Profile:
Once all the details are filled in, click on the "Save" button to create a Role Profile.
