Easy Compliance Help - Role Configuration
Easy compliance is a highly flexible application. You can create and configure roles to suit the structure of your organisation and allocate permissions to the desired forms as per to your choice.
First, create Roles and then map the forms to the roles as desired. Then, you can configure dashboards for the created roles.
To create Roles, in Settings, click Role and then click Role Master.
On the page that opens, enter the Role Name and select whether the Role Type is Employee or Client.
In the Role Master, Select the desired Default Dashboard which will appear when the user logs in. Click Save.
In addition to this, you can also configure specific dashboards to the roles. To allocate Additional dashboards, click Dashboards Action for the desired Role.
On the page that opens, select the additional dashboards you want to allocate to the Role, and click Save and then Save the Role Master details.
You can Edit or Delete the Role details by selecting the respective action button for the role.
Role Form Mapping
After Roles are created, you can choose the set of screens that can be allocated to the respective role.
To set the permissions, in Role sub-menu in Settings, click Role Mapping.
On the page that opens, select the Role and click Form Mapping.
The Role Form Mapping page opens. Select the Role and click Add button.
Based on the role functionality, select the Form Group.
The Forms that belong to the selected group will be shown. Check the respective box to select the desired forms. Then click Add . If you want to allow permission to all the screens, check the Select All box.
Set View, Save andDelete and other permissions as desired. Then click Save.