#DicasOZmap | How to create an ideal user role for you?
User roles are different types of categories that are assigned to system users. They are customizable and each has different permissions, but how to create the ideal role for your user? In this tip we will help you with that.
System default roles
First of all, it is necessary to understand the default roles that are already created in the system. They are:
- Administrator – Has full access to the system.
- Manager – Similar to the administrator, but not authorized to edit user settings, import, delete or download backups.
- Seller – Default user to make use of Loki. He can make general edits to clients, condominiums, properties and prospects, in addition to being able to view boxes, poles and edit cables.
- Network Technician – Responsible for working on the network, the network technician can create and edit projects, but without deleting them, he is also able to view, edit, create and import all elements, not having access only to managerial information, such as system settings and dashboard data.
- Field Technician – Responsible for activating clients, he has permission to add, edit and delete them, in addition to being able to view basic elements, edit boxes, create and delete posts.
- Monitor – The monitor has its resources restricted to visualization, it can consult all the elements of the system without being able to make edits or visualize them internally.
- Support – Has permission to view basic information and edit customers.
Having this information we can proceed to create our new role. For this, you must enter the “Paper Settings” tab, in the side menu of OZmap. There will be all the types already created, along with the option to create a new role. When selecting this option, a space for a new role will be created, initially it will have a blank name, but it is possible to rename it by clicking on the “Edit role” button.
From there we can work on evaluating which permissions will be needed. First, it is important to define the purposes of this user and assess what they will need access to.
Let's take a management role as an example, its objectives will be to visualize the elements of the map to make reports and obtain surveys on the progress of the projects, for this, it will not need to edit elements or visualize its interior. It is based on these definitions that we proceed to the permissions.
After that, it is appropriate to check if there is any similar role already created, so we can replicate some of your settings. Following our example, the features will be very similar to the Monitor role, so we could look to it as a starting point. If there is no similar paper, no problem, just start from scratch
With all the settings ready, it's time to select the permissions. The search bar will be your great ally at this point, because with it you can gather all the options related to a single element. For example, if it is necessary for this profile to have full access to boxes, you can search for “box” and view all permissions related to it. Another important ally is the question buttons, located right next to the options, their function is to show the usefulness of each one of them.
In the example of the manager profile, we will then need the user to be able to view the elements on the map, but without being able to open or edit them. The option corresponding to this resource is “layer”, so let's search for it and mark it up.
While selecting it is important to think “is it really necessary for this user to view this element?” and mark when the answer is “yes”.
After this marking, we move on to the next functions that our manager profile will have to perform. One of your needs is to be able to generate reports, so we can search for the term “report” and check if there is a corresponding permission.
And so on, you can go researching what will be needed for this user to work within OZmap.
It is very important to remember that, when searching for these terms, they must be in the singular and without accents, making the system easier to understand.
Finally, you can check what was or was not selected, analyzing each of the features, when everything is ready, just click on “save”, in the lower corner of the screen, and your new role will be available for use.
We also recommend that you do a test before handing over access to your user. After creating the account, it is interesting that you try to access it, so you can check what is being shown.