(Dansk version)

Introduktion

Module roles in DocuNote are a central part of the permission system that controls users' access to system functions. Unlike organizational roles, which are linked to specific areas in the organizational tree, module roles focus on access to general system functions and modules.

Module roles define what a user can do in the system independently of their organizational placement. They are assigned directly to users or groups and include specific permissions for system functions.

Module roles provide a flexible and structured way to control function access across the system, ensuring that users only have access to the functions they need in their work. Changes to a module role automatically affect all users with this role, making rights administration more efficient.

<aside> 💡 Tips:

• The module permission Manage module permissions must be activated to be able to assign module permissions.
• The module permission Manage roles and organizational permissions must be activated to be able to create roles. </aside>

Creating module role

To create a new module role:

1. Navigate to the Backstage panel and under Systemadministration click System Setup*.*

2. In the left navigation panel switch to Roles and Permissions*.*

3. Click Roles*.*

4. Click New and select Module role*.*

   

5. Provide the new role with the name and description.

   

6. Activate the needed functions by selecting the check-boxes available in the list. To learn more about each function, see later in this manual.

   <aside> 💡 Tip:

   • Use the Search field to find the needed function by its name. </aside>

7. Save your changes.