Managing roles in the Roles list

About roles

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Roles are used for assigning access permissions and usually correspond to responsibilities within an organization. For example, there could be a role for the print administrator and a separate role for cashiers. Roles are equivalent to groups in the Active Directory service. (AD service groups can be displayed the same way as roles in the YSoft SafeQ system.) Each role has a name and a description.

  • Roles are used for defining access permissions to the YSoft SafeQ Web Interface and for permissions to use individual YSoft SafeQ operations/actions/features.

  • Each user can be a member of multiple roles. For more information about how using multiple roles for a single user works, see Inheritance and competition among roles.

At a Glance

 

Displaying the Roles list

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg In the YSoft SafeQ Web Interface, select Users > Roles list.

On this page, you can view, add, edit, and delete roles, and perform other role-related actions.
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Working with the Roles list

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Create a new role.

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Edit a role.

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Delete the role from the system.

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Define permissions for accessing the YSoft SafeQ Administrative Web Interface.

Filtering roles to display in the Roles list

On the Roles list page, use filters to display only the roles you need.
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You can search and filter by role name or role description.

Additional filter options

Icon

Action

Description

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Apply filter

Apply the selected filter to the Roles list.

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Cancel filter

Cancel the selected filter.

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Show filter

Show filter options.

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Hide filter

Hide filter options.

Updating, importing, and exporting role data

To access options for updating, importing, and exporting role data, click  images/download/attachments/21955600/ActionButton.png  .

Icon

Action

Description

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Update data on ORS

Forces immediate replication of all changes you made on the Roles list page to connected remote spoolers. Applies only when Distributed Server System - Private Cloud is in use. See Updating data on ORS servers for more information.

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Import data 

See Tools - Data Import.

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Export data

See Tools - Data Export.

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Import data from LDAP/AD/OPEN

See Tools - LDAP Integration.