How to set up Roles for end users

00:00: This tutorial guides you through setting up roles for end users within the Vince live

00:04: platform.

00:05: You will learn how to create a new role, provide descriptive details, and assign

00:09: specific permissions across various applications and resources. Before starting,

00:14: ensure you have administrative access to the Vince Live system to manage roles and

00:18: permissions.

00:19: Click "Administration" to open the main administration settings where you can manage system

00:23: configurations.

00:25: Click access management to navigate to the section where user permissions enrolls

00:29: are controlled.

00:31: Click "Roles" to view and manage the different user roles available in

00:35: the system.

00:37: Click add role to start creating a new role for end-users with specific

00:41: permissions.

00:43: Click "Name" to focus on the field where you will enter the new role's name.

00:48: Fill in the role name to identify this role.

00:51: Go to the description area to provide more details about the role's purpose.

00:56: Fill in the description with relevant information for the test role you are

01:00: creating.

01:01: Click "Select App" to choose the application for which you want to assign permissions.

01:06: Click "Foundation" to select this application as the context for the role's permissions.

01:11: Click "Select Resource" to specify which resources within the application the role can

01:15: access.

01:17: Click "Dashboard" to assign permissions related to the dashboard resource.

01:22: Click resource name to choose specific resource names under the dashboard

01:26: category.

01:28: Click "All" to grant access to all resource names within the dashboard.

01:33: Click "Select Permission" to define what actions the role can perform on the

01:37: selected resources.

01:39: Click "All" to allow all permissions for the selected dashboard resources.

01:45: Click "Add Permissions" to add another application to the role.

01:49: Click "Select App" to choose another application for additional permissions.

01:54: Click "Custom Tables" to select this application for further role configuration.

01:59: Click "Select Resource" to specify resources within the Custom Tables

02:04: application.

02:06: Click "Data" to assign permissions related to data resources.

02:10: Click "Select Resource Name" to choose specific data resource names.

02:15: Click "All" to grant access to all data resource names.

02:20: Click "Select Permission" to define allowed actions

02:22: on the data resources.

02:25: Click "Read" to permit read-only access to the selected data resources.

02:31: Click "Add Permissions" to add another application to the role.

02:34: Click "Select App" to select an application for further permission settings.

02:40: Click "Foundation" to return to this application for additional role permissions.

02:45: Click "Select Resource" to specify resources related to workflow

02:49: management.

02:51: Click "Workflow" to assign permissions related to workflow processes.

02:56: Click "Select Resource Name" to choose specific workflow resource

03:00: names.

03:02: Click "All" to grant access to all workflow resource names.

03:07: Click "Select Permission" to define what actions the role can perform on workflow

03:11: resources.

03:13: Click "Write" to allow the role to make changes to workflow resources.

03:19: Click "Save" to finalise and store the new role with all assigned permissions.

03:24: You have successfully created and configured a new role for end

03:27: users by assigning appropriate permissions across multiple applications and resources.

03:32: Verify the role appears in the Roles list with the correct settings.

03:36: Next, consider assigning this role to relevant users to control their access

03:40: effectively.