3.4. Role Processes

Role Access Update

Role Access Update is a process that updates the access rights of a role or all of the tenant's roles to windows, forms, processes and workflows. It should been run whenever a new item is added to the main menu (e.g. Window, Form, Workflow, Report or Process) or if the Title Deed is altered (e.g. from all (*) Organizations to a Title Deed specific to an Organization).

Note: The role is updated only if the Manual checkbox has not been checked.

To run the Role Access Update process, go to Main Menu -> System Admin -> General Rules -> Security.

• Select a Tenant in order to run this process. If the System was selected, then all the roles for all the tenants (except for those denoted as Manual) will be updated

• Select a Role or leave the field empty to update all the Tenant's Roles

When the process is completed, a message indicating the record update is displayed.

Copy Role

The Copy Role process from the System Admin -> General Rules -> Security menu will copy all the settings from a role and apply them to an existing role.

• Role - select the source role;

• Role To - select the destination role, where the settings will be copied;

• Tenant, Organization - the new setting will be limited for the tenant and organization selected here.

Starting with 16.04 the process is no longer available in the standard menu of SocrateCloud.