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Home » Mastering Roles and Permissions in Codeless ONE – A Practical Guide to User Management

Mastering Roles and Permissions in Codeless ONE – A Practical Guide to User Management

Mastering Roles and Permissions in Codeless ONE - A Practical Guide to User Management

To master roles and permissions, it’s essential to first become familiar with the User Interface of the Roles page. The image below highlights the key elements of this page.

Roles page UI

  New Role Button: Used to create a new role

  Roles list: All roles in the app are listed here. Top three roles in the list are standard roles that come with each application in Codeless ONE. 4th role and onwards are user-created customized roles

  General options label: Used to access the role’s General options (the options are shown below in the options area) 

  Objects options label: Used to access the role’s options related to objects (and their properties)

  Options area: The area where options appear that the users can customize

Clicking the New Role button invokes a dialogue box, where the user enters the name of the new role. After the role is created, it can be customized.

Creating new role

While the standard roles can’t be deleted, they can be customized. The User-created roles can be deleted from the Roles list. Thatswhy, when you select a user-created role in the Roles list, the delete icon appears next to its name, but that doesn’t appear when a standard role is selected.

Same is for the rename option ; Users can rename a role that they have created but the standard roles can’t be renamed.

Roles list

Clicking on the General options label displays all the relevant options in the options area below. Out of the General and Objects label, the General options label is selected by default when the page is displayed.

General options

The General options deal with configuring access rights about various aspects of the application, for the selected role. Each of these options is briefly elaborated here.

General Options (enabled/disabled)

Manage User: Is the role allowed to manage users in the App? Yes(Enabled)/No(Disabled)

 

Edit App: Is the role allowed to customize the App? Yes(Enabled)/No(Disabled)

 

App General Settings: Is the role allowed to manage general settings? Yes(Enabled)/No(Disabled)

 

View App as other Roles: Is the role allowed to view the App from other role’s perspective? Yes(Enabled)/No(Disabled)

 

Import Rights: Is the role allowed to upload data to the App? Yes(Enabled)/No(Disabled)

 

Data Access & User Group Rights: Is the role allowed to manage the data access and user groups in the App? Yes(Enabled)/No(Disabled)

 

API Rights: Is the role allowed to provide Api rights in the App? Yes(Enabled)/No(Disabled)

General Options (drpdown)

Shared Property Rights: Is the selected role allowed to manage shared property? Available options are No Access, Access and Manage

 

Dashboard Rights: Is the selected role allowed to manage dashboards? Available options are No Access, Access and Manage

 

Reporting Rights: Is the selected role allowed to manage reporting? Available options are No Access, Access and Manage

 

Notification Rights: Is the selected role allowed to manage notification? Available options are No Access, Access and Manage

 

Approval Rights: Is the selected role allowed to manage workflow builder? Available options are No Access, Access and Manage

 

Share Form Rights: Is the selected role allowed to manage shared forms? Available options are No Access, Access and Manage