Roles
- [Users] - Users
- [Organizations] - Organizations
A Role is used to group Bizview users into logical roles to which you can assign Template, Dashboard, Job, and Panel access. This is different from the Organizational feature, where you assign access to end-user features, such as Dashboards and Templates.
Access this feature by selecting System > Users & Groups > Roles:
The Roles page displays, as shown below:
There are three default roles defined in Bizview, all separating the access levels to the Bizview panel tree:
BV10 - Bizview End User, has access to My Home Panel.
BV20 - Bizview Client Administrator, has access to the Client Setup panel and functions.
BV30 - Bizview System Administrator, has access to the System Administration panel and functions.
Adding a new Role
To add a new role, select the Add button on the ribbon.
A Create New Role dialog displays, like below:
Below is a list of Role fields:
Field |
Description |
Example |
Note |
---|---|---|---|
ID |
The unique ID for the Role. |
CONTROL |
Keep short, no spaces, no strange characters, numbers, or capital letters. |
Description |
The description of the Role. |
Cost Center Controllers |
Grant Access to Roles
All roles need some access permissions to be able to use Bizview in a meaningful way. The minimum permissions are accessible to a client and a template. These access settings are done in the different tabs from the Role settings.
- Users: Select which users the Roles should have access to.
- Reports: Select which reports the Roles should have access to.
- Forms: Select which forms the Roles should have access to.
- Dashboards: Select which dashboards the Roles should have access to.
- Analytics: Select which analytics the Roles should have access to.
- Jobs: Select which jobs the Roles should have access to.
Usage
The recommendation is to use the concept of Roles. It vastly simplifies the administration of access to templates within the solution.
Note: You can only set access to the Template / Dashboard / Job itself here. The more sensitive administration of which Client and Object values users have access to is configured in the User or Organization administration.