A user role is a collection of individual permissions that determine the changes a user can make and the information they can access on MJ Platform.
Each MJ Platform user is required to be assigned to at least one user role for at least one facility. To change the roles assigned to a user, modify their account.
You can fully customize a role by selecting which individual permissions are enabled for it. When you modify a user role, it will affect every user assigned to it. If a user is assigned to more than one role, they will have the permissions of all those roles.
As a best practice for security, your user roles should have the minimum set of permissions required to complete a set of related tasks, nothing more. If a user needs extra permissions, it is better to assign them to multiple roles to grant them the extra permissions instead of selecting lots of permissions for a single role.
Open the App Drawer, expand the People menu and click UserRoles.
In the User Roles section, manage the user roles:
To modify a user role, click it. This expands it to display all its permission settings.
To create a new user role, under Create Custom Role, enter a name for the new role in the field and click the Add button (+).
To delete a custom user role, click the Delete button.
Note: Any users who were assigned only to the deleted role will have no user role and will be unable to properly use the system. Reassign those users to a different role first.
Select the checkbox for each permission you want to grant to the user role.
Permissions are organized into sections such as Analytics Reporting and Back Office. You can click the checkbox next to the section name to select or clear all permissions within the section.
A permission that starts with "View" allows users to access certain pages on your MJ Platform site, but does not grant them permission to make changes to it.
A permission that starts with "Manage" allows users to modify items that have already been created. If there is no related permission that starts with "Create", then it also allows for creation.
A permission that starts with "Create", "Process", "Print", etc. determines whether the users can perform the specified task. If unselected, the buttons to start the task are not displayed to the user in MJ Platform.
Click Save at the bottom of the page. The changes affect all users assigned to the user roles you modified.