{"id":7482,"date":"2021-09-11T13:50:56","date_gmt":"2021-09-11T13:50:56","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/roles-permission\/"},"modified":"2021-09-11T17:52:12","modified_gmt":"2021-09-11T17:52:12","slug":"roles-permission","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/roles-permission\/","title":{"rendered":"Roles & Permission"},"content":{"rendered":"\t\t
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Roles and Permissions allow the administrator to control access to <\/span>CloudBankIn<\/span><\/b> based on the roles are assigned to <\/span>Users<\/b> and what <\/span>Permissions<\/b> are assigned to roles. On the <\/span>Roles and Permissions<\/b> page, the customization of roles and selecting permissions can be done.<\/span><\/p>

Roles –\u00a0Roles are assigned to users. The User\u2019s role determines what functions are allowed to perform within the CloudBankIn system. <\/span>A user can be assigned to more than one role, thus providing him access to different functions.<\/span><\/p>

Permissions –\u00a0Permissions determines what functions are assigned to roles, which in turn determines what tasks a user can able to do in the <\/span>CloudBankIn <\/span><\/b>system.<\/span><\/p>

Go to <\/span>Admin <\/span><\/b>->> <\/b>System <\/span><\/b>->> <\/b>Manage Roles and Permissions.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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In the View Roles page, it shows a <\/span>list of roles<\/b> defined within the organization.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\tClick on the roles to view the<\/span> permissions <\/b>that are defined in each role. The user can <\/span>Edit or Delete<\/b> the role if he has Super User privileges.<\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Assign Roles and Permission<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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To assign <\/span>roles and permission, <\/b>Go to <\/span>Admin <\/span><\/b>->><\/b> System <\/span><\/b>->><\/b> Manage Roles and Permission <\/span><\/b>->><\/b> Add Role.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\u00a0<\/b>In the Add Role form, update the new role details and click <\/span>Submit.<\/b>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Add Permissions to Role<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Once Submit the new role it will land in the permissions pages where the user can assign the permissions for the particular role.\u00a0<\/span><\/p>

Click on <\/span>Edit <\/span><\/b>and select the permissions that need to be assigned to the role, then click <\/span>Submit.<\/span><\/b>\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Configure to different permission<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tCloudBankIn <\/b>provided a feature for configuring multiple types of permissions for a particular role under different criteria. The below image shows the different sets of permissions that are assigned to a role.\u00a0<\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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If the user wants to provide certain permissions on Configuration, then click on it. A set of permissions under Configuration are displayed on the right side of the permissions list.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Select the Permissions that need to be assigned and click <\/span>Submit<\/b><\/span><\/strong>.<\/span><\/b> Similarly, the configuration can be done for the rest of the permissions.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":0,"parent":5667,"menu_order":10,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-7482","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nRoles & Permission - Wiki<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/roles-permission\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Roles & Permission - Wiki\" \/>\n<meta property=\"og:description\" content=\"Roles and Permissions allow the administrator to control access to CloudBankIn based on the roles are assigned to Users and what Permissions are assigned to roles. 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On the Roles and Permissions page, the customization of roles and selecting permissions can be done. Roles –\u00a0Roles are assigned to users. 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