You can specify the Tenants, reports, and screens to which Users can have access. The administrator can select the required menu access to the particular Role Template. Only the selected Menus are displayed to the users assigned to that Role Template. The access to users is based on the Domain and Role Template to which they are assigned.
To add Role Template other configuration:
- Select Admin > Basic > Users > Role Template.
- Click the ADD OTHER CONFIGURATION icon on the ACTIONS panel to create a new Role Template and add the Other Configuration details for the new Role Template.
- On the ROLE TEMPLATE - OTHER CONFIGURATION page, select the Domain make the required selections. For more information about the fields and icons on the ROLE TEMPLATE - OTHER CONFIGURATION page, see Field Description.
- Click SUBMIT. The Role Template Other Configuration details are added.
Figure: ROLE TEMPLATE - OTHER CONFIGURATION page
Field Description
The following table describes the fields on the ROLE TEMPLATE - OTHER CONFIGURATION page:
Field | Description |
|---|---|
DETAILS | |
Template Name | Type in the Template name. |
Active | Select the check box to activate the Role Template. If selected, the Role Template becomes available to be assigned to Users. |
ADMINISTRATIVE SCREENS | |
Tenant | Select the Tenants to which the Users assigned of the Role Template should have administrative rights. |
GENERAL SCREENS | |
Tenant | Select the Tenants. The selected tenants are available to the Users assigned to the Role Template (general pages of the application) |
REPORT SCREENS | |
Tenant | Select the Tenants. The selected tenants are available to the Users assigned to the Role Template (reports). |
Workgroup | Select the Workgroups. The selected Workgroups are available to the Users assigned to the Role Template (reports). |
Include Logged In User's | This field contains two check boxes as:
|
Customer | Select the Customers. The selected customers are available to the Users assigned to the Role Template (reports). |
Location | Select the Locations. The selected locations are available to the Users assigned to the Role Template (reports). |
Create Dashboard | If selected, the icon, New Dashboard is displayed on the Reports page. For more information about the icon, see Viewing Reports. |
Create Report | If selected, the icons, New Report and Instant Report are displayed on the Reports page. For more information about the icons, see Viewing Reports. |
OPERATIONS MANAGEMENT (SCREENS & REPORTS) | |
Customer | Select the Customers. The selected customers are available to the Users assigned to the Role Template (Operations Management pages and reports) |
Location | Select the Locations. The selected locations are available to the Users assigned to the Role Template (Operations Management pages and reports) |
ASSET MANAGEMENT | |
Tenant | Select the Tenants that should be available to the Users assigned to the Role Template (Asset Management page) |
Location | Select the Locations that should be available to the Users assigned to the Role Template (Asset Management pages). Select Locations from the Available Location list, click the |
| SCRIPTING | |
| Enable Scripting | If selected, the Scripting icon becomes available for the Administrators to write their own Java Script and CSS codes to customize the fields. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the ROLE TEMPLATE - OTHER CONFIGURATION page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the configured Templates.
Figure: ROLE TEMPLATES page: List of Role Templates
- To display the inactive Templates, click the Include Inactive check box.
- To edit a Template, click the configured Template Name. Make appropriate changes and click SUBMIT.
MENU CONFIGURATION
Click MENU CONFIGURATION to configure menus for Role Templates. For information about configuring menus for Role Templates, see Adding Role Template Menu Configuration.
References
- For configuring menus for Role Templates, see Adding Role Template Menu Configuration.
- For adding Users, see Adding Users.
- For configuring Role Templates, see Configuring Role Templates.