Role

The Role DocType within TechMaju is essential for defining user access and permissions within the system. Each role encapsulates a set of permissions that determine what users assigned to that role can view and do.

Understanding the Role DocType

Purpose: To assign specific access rights and responsibilities to different groups of users within TechMaju.

Function: Controls what documents, modules, and functionalities each user can access based on their role.

Role Required

• System Manager

Step-by-Step Instructions for Using the Role DocType

Creating a New Role

1. Open the New Role Form: Navigate to the Users Module and select the '+Add Role' button to open the role creation form.

2. Enter Role Details:

   • Role Name: Assign a unique and descriptive name for the new role.

   • Home Page (optional): Specify a home page users with this role will see upon login, such as "/desk".

   • Restrict To Domain (optional): If applicable, restrict the role to a specific domain for businesses with multiple domains within TechMaju.

3. Role Settings:

   • Disabled: Check this box if the role should be disabled and not assigned to any users.

   • Is Custom: Mark the role as custom if it is not one of the default roles provided by TechMaju.

   • Desk Access: Grant or restrict access to the TechMaju desk interface.

   • Two Factor Authentication: Require two-factor authentication for added security for users with this role.

4. Configure Role Options:

   • Navigation Settings: Select whether users with this role should see the search bar and receive notifications.

   • List Settings: Choose whether the sidebar, bulk actions, and view switcher are available in list views.

   • Form Settings: Determine the availability of the sidebar, timeline, and dashboard within form views.

5. Save the Role: Once all settings are configured, save the new role to add it to the system.

Editing an Existing Role

1. Locate the Role: Access the list of roles and select the one you wish to modify.

2. Adjust Role Settings: Change any of the settings or permissions as needed.

3. Update Role Information: Amend the role's name or associated domain restrictions if necessary.

4. Save Changes: Apply the updates to ensure the role reflects the new settings.

Assigning and Managing Roles

1. Role Assignment: Assign roles to users by editing their profiles and selecting from the list of available roles.

2. Deleting Roles: If a role is no longer needed, ensure it is not assigned to any users before deletion. Then, select the role and opt to delete it from the system.

Through careful management of the Role DocType, administrators can effectively control system access and ensure that users only have the permissions necessary to fulfill their job functions. This granular control is paramount in upholding system security and operational integrity within TechMaju.