Changing User Permissions & Promoting Roles

Changing User Permissions & Promoting Roles

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USER PERMISSIONS

User role permissions can be customised by menu option to accommodate any permissions not covered by the standard user roles. 

Four levels of access can be applied to each menu option, colour coded as follows: 

Full Access (Green) 
Read/Write Access(Amber) 
Read-Only Access (Red)
No Access (Grey) 

When first displayed the main menu headings are displayed as shown below:  















Clicking the arrow to the right of the main menu option will display the associated sub-menus: 

AMENDING USER ACCESS LEVELS 

Menu permissions are amended as follows:

Four levels of access can be applied to each menu option, colour coded as follows: 
Full Access (Green) 
Read/Write Access(Amber) 
Read-Only Access (Red)
No Access (Grey) 

When first displayed the main menu headings are displayed as shown below:  











Clicking the arrow to the right of the main menu option will display associated sub-menus: 

AMENDING USER ACCESS LEVELS 

Menu permissions are amended as follows:

  1. From Admin, select User Maintenance 
  2. Click on a user profile in the table to view the user permissions tree
  3. Select the menu option to update:
  4. To change the access level to the main menu, click on the coloured area to the left of the relevant main menu heading. A pop-up will display confirming the menu option you have selected to update.
  5. To change the access level to a ‘sub-menu,’ click on the arrow to the right of the main menu heading to display the list of sub-menus, click on the coloured area to the left of the relevant main menu heading. A pop-up will display confirming the menu option you have selected to update
  6. Select the New Access permission from the drop-down
  7. Click Save to update permissions or Cancel to abandon 

When permissions are updated, you will note that the assigned colour coding is updated in the permission tree. 


PROMOTE / DEMOTE A USER'S ROLE

We advise all our customers to not have more than one permanent Super Administrator on the system, Super Admins however can temporarily promote other users to the Super Administrator role.
In case of an unforeseen event where the site’s Super Administrator is not available due to illness etc. Trojan Consultants can promote any current user on the system to a Super Admin level on a time-limited basis, however, cannot add new users to the system or remove existing ones.

PROMOTING USER ROLES 

Users with access to User Maintenance can prompt another user to a role up to or equivalent to their assigned access levels for a time-limited period. Roles can be promoted as follows: 

  1. From Admin, select User Maintenance 
  2. Click on a user profile in the table 
  3. Click on Promote Role and the Promote Role pop-up will display 
  4. Select the required role from the Promoted Role drop-down list 
  5. Enter an Expiration Date using the calendar function
  6. Click Save to promote the user role or Cancel to abandon 










Once saved, the promoted role details are displayed in the User Maintenance table 

DEMOTING ROLES USER ROLES 

When a promoted user no longer requires the elevated access level their role can be demoted as follows: 

  1. From Admin, select User Maintenance 
  2. Click on a user profile in the table to be demoted
  3. Click on Demote Role and a confirmation pop-up will display 
  4. Click Confirm to demote the user role or Cancel to abandon


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