Roles

Introduction

Roles are a key feature of the SmartSolve© solutions. Roles determine record assignments for management and transactions and also determine the functions a User can perform in the system. A User must have at least one Role assigned to them within each Organization to be able to log into the system (in addition to Rights Groups).

• Roles can be attached to Internal Actors (Persons) and/or Client Contacts (any Users).

• Roles can be created in the GLOBAL Organization and be reused by any Local Organization; or, each Local Organization can create and manage their own User Roles.

• Roles assigned to a User within a GLOBAL Organization only gives the User access to the GLOBAL Organization, meaning Roles need to be assigned to a User per Organization.

• It is best practice to align your Role Names to the names of your Rights Groups (i.e., Document Owners, Document Approvers, Document Viewers, etc.). This makes maintaining User Management more efficient for the administrator when new Users need to be assigned Roles and Rights Groups.

Role Types

It is important to become familiar with the various Role Types which may be configured in your SmartSolve© system:

Default

System Roles

The following Roles come as defaults with a SmartSolve© installation and should not be deleted by an administrator:

Role Naming Conventions

It is also important to come up with a good naming convention for Role (Codes) and Names to better group different Role Types in the system that you establish for your various applications:

Once Role naming has been established and Roles created, you may wish to enable Advanced Searches (using Forms Configurator)  under the Roles list under the User Management Console to better filter your

various Types of Roles identified in previous slide:

Example SmartSolve User Roles

The following roles are examples of more common roles created by Pilgrim customers who use the SmartSolve© solutions:

User Rights

The following rights must be assigned to a user to manage or view Roles:

Please see Rights Groups to assign Rights Groups to users.

Global vs. Local

·         Global Roles will be inherited by all Local Organizations. 

·         Local Roles will only be viewed and used within that Local Organization.

How to Create a Role

1.     Log into the appropriate Organization.

2.     From the SmartSolve© tabs select Admin. Select Role from User Management.

The Roles list will now appear to the right of the console.

3.     Select Action > Add from the main menu (or right click).

4.     Enter the Role (Code) and Name of the Role.

5.     Click the Save button.

The new Role has now been added to the Roles list and the Detail of the Role is displayed.

Please see Forms Designer if you wish to modify existing Role field controls or add additional field controls.

Role Tab Definitions

There are many functions of a Role depending on which SmartSolve© solution your company is using. Please use the reference below to better understand each of the functions of Role for each solution:

Managing Role Data

The following options are available within Roles and can be managed accordingly by an administrator:

• Roles can be edited and/or deleted.

• A Role can be attached to multiple Users. Please see How to Attach Multiple Users to a Single Role for more information.

• Multiple Roles can be assigned to a Single User. Please see How to Attach Multiple Roles to a Single User for more information.

How to Edit Roles

1.     Log into the appropriate Organization.

2.     From the SmartSolve© tabs select Admin. Select Role from User Management.

The Roles list will now appear to the right of the console.

3.     Select the check box of the Role to edit then select Action > Edit from the main menu (or right click).

NOTE: Roles can only be edited from the  view.

4.     Edit any information for your Role.

5.     Click the Save button.

All changes should now be reflected in the Role.

How to Delete Roles

Roles can only be deleted from SmartSolve© if the Role is not currently been attached to any SmartSolve© Users or records.

1.     Log into the appropriate Organization.

2.     From the SmartSolve© tabs select Admin. Select Role from User Management.

The Roles list will now appear to the right of the console.

3.     Select the check box of the Role to delete, then select Action > Delete from the main menu (or right click).

NOTE: Roles can only be deleted from the  view.

4.     Click the Save button.

The Role has now been removed from the system.

How to Deactivate Roles

Roles cannot be deactivated in the system; however, they can be removed from users and renamed.  If you open up Advanced Search and create a Search for administrators to view Roles which you no longer use (i.e., enter deactivated in the name of the role) your administrator can access this deactivated list at anytime to recycle your Roles (rename role to create new ones in future).  Only your administrators should see these unused roles, all users would not have access to them by restricting access via Advanced Search.  

Please see Forms Configurator to enable the Saved Search option under your Roles list.

How to Attach a Role to Multiple Users

Multiple Users can be assigned to a Role from the Role record by selecting the Users tab.  Use this option if you need to attach multiple Users to a single Role.

1.     Log into the appropriate Organization where the Users will be assigned to the Role.

2.     From the SmartSolve© tabs select Admin. Select Role from User Management.

The Roles list will now appear to the right of the console.

To attach a Shared Role select the  icon to view Shared Roles.

3.     Select the Role for which Users will be added by left clicking over the Role.

4.     From the Role select the Users tab.

All Internal Actors currently assigned to this Role within this Organization will display in the top half of the Users page under the Current Actors (Users) section. Use the Select User option to view Persons (SmartTrainTM) and Client Contacts if you wish to assign these types of Users rather than Internal Actors).

5.     Scroll to the bottom of the Users page to view all Available Actors (Users) who can be attached to this Role.

NOTE: If an administrator needs to search for Users by a different Organization, the administrator has an option to select the  icon under Available Actors to view all Users across every Organization who could be attached to this Role.

6.     From the Available Actors list check off all Users who will be attached to this Role.

7.     Click on the  button to attach selected Users to the Role.

8.     Scroll to the top of the Users page.

All Users selected are attached to the Role.

Please see How to Attach Multiple Roles to a Single User

How to Remove a Role from Multiple Users

Multiple Users can be removed from a Role from the Role record by selecting the Users tab.  Use this option if you need to remove multiple Users from a single Role.

1.     Log into the appropriate Organization where the Users will be assigned to the Role.

2.     From the SmartSolve© tabs select Admin. Select Role from User Management.

The Roles list will now appear to the right of the console.

To remove Users from a Shared Role select the  icon to view Shared Roles.

3.     To remove Users from the role, select the role from which Users will be removed.

5.     From the Role select the Users tab.

All Internal Actors currently assigned to this Role within this Organization will display in the top half of the Users page under the Current Actors (Users) section.  Use the Select User option to view Persons (SmartTrainTM) and Client Contacts if you wish to assign these types of Users rather than Internal Actors).

6.   From the Current Actors list check off all Users who will be removed from this Role.

7.     Click the  button to remove selected Users from the Role.

All Users selected are removed from the Role.

Please see How to Remove Multiple Roles from a Single User