Role Setup - greenriver/hmis-warehouse GitHub Wiki

Adding New Roles in the Warehouse

New roles can be added in the Warehouse to include a specific set of permissions. Only users with Can edit roles access will be able to add a new role to the warehouse. Permissions can be filtered by using the search bar at the top of the table. Administrative Permissions are denoted by a lock icon.

To add a new role follow these steps:

  1. Navigate to the Roles tab on the Admin Dashboard.

  2. Click on Add a role button that’s located on the top right corner of the Permissions table. Add role

  3. Add a role name that appropriately matches the new role and click Create Role. A new column will appear in the Permissions table. New role

  4. Navigate to the column for the new role on the Permissions table. Add applicable permissions by clicking on the checkmarks associated with each permission. When a new permission is selected, the checkmark will change from gray to orange and a button at the bottom of the screen will appear asking you if you’d like to Cancel or Save changes. Add all applicable permissions and click Save changes. Permissions

  5. The checkmarks change from orange to green after the changes are saved. Permissions Saved

Adding New Roles in CAS

New roles can be added to CAS to include a specific set of permissions. Only users with** Can edit roles **access will be able to add a new role to CAS. Permissions can be filtered by using the search bar at the top of the permission table.

  1. Navigate to the Roles tab on the Admin Dashboard.

  2. Click on Add a role button that’s located on the top right corner of the Permissions table. Add Role

  3. Add a role name that appropriately matches the new role and click Create Role. A new column will appear in the Permissions table. New Role

  4. Navigate to the column for the new role on the Permissions table. Add applicable permissions by clicking on the checkmarks associated with each permission. When a new permission is selected, the checkmark will change from gray to orange and a button at the bottom of the screen will appear asking you if you’d like to Cancel or Save changes. Add all applicable permissions and click Save changes. Permission Setup

  5. The checkmarks change from orange to green after the changes are saved. Saved Permission

Editing and Deleting User Roles

  1. Navigate to the Roles tab on the Admin Dashboard.

  2. Locate the Role you would like to edit or delete in the Permissions table.

  3. Click on the Role’s name in its column header. This takes you to the “Edit Role: [Name]” page.

  4. To edit the Role’s name, adjust the name as desired. Confirm by clicking the Update Role button. Edit Role

  5. To delete the Role, click on the red Delete Role button. If there are users assigned to this Role, you will have to first remove those users before deleting the Role. Delete Role