Roles MOD003649

Access path

• Customizer System Customizer Administration panel Roles
• PM Administration Master Data Administration panel Roles
• Request Management Master Data Administration panel Roles

Information

• In the Roles module, all available PLANTA Standard roles are displayed and can be edited.
• You can create new roles here.

In the PLANTA software, roles are structuring units with the help of which work areas can be grouped to improve clarity. Work areas on the other hand are used to group modules and menu items. In user menus, modules are listed grouped by work area and role. Roles are additionally used to control user access to modules and menu items (Access Rights).

Note

• A comprehensive overview of access control in PLANTA project can be found here.

Create and Compile Roles

Procedure

• Open the Roles module.
  • As PLANTA supplies standard roles with the program, they are available when calling up the module.
• Right-click on an already existing role and select the Insert Role command.
• Assign a name to the new role in the Role name field and save.
  • In doing so, an ID is generated automatically in the Role field.
• If the new role is a menu item role, you have to activate the Invisible in user menu checkbox of this role.
• Assign work areas to the new role:
  • Right-click on Insert Work area and select the required work area from the listbox.
  • Save.
  • Default work areas offered for selection. If an individual work area is to be assigned, it must first be created and defined in the Work Areas module.

Details

• You can assign further subroles to the newly created role:
  • Drag the role to be subordinated to the parent role using SHIFT+ left mouse button. See also Structuring Records with Drag&Drop.
  • The subrole assignment defines the hierarchy of the display in the user menu.

Edit Roles

| See also: Compile roles section of the User Workflow