Difference between revisions of "Roles"

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Roles are a set of rights that are given to users to enable them to work with Hornbill. A set of default roles are provided for a new instance. Everybody should be assigned a user role when their administrator sets up a new co-worker. This allows them to use basic collaboration functions. A user can have multiple roles and their associated rights accumulate. Each user has a default role assigned to them.
 
Roles are a set of rights that are given to users to enable them to work with Hornbill. A set of default roles are provided for a new instance. Everybody should be assigned a user role when their administrator sets up a new co-worker. This allows them to use basic collaboration functions. A user can have multiple roles and their associated rights accumulate. Each user has a default role assigned to them.
  
In order for [[What_are_Co-Workers? |Co-Workers]] to use various parts of [[What_is_Hornbill? |Hornbill]] they to be given the appropriate [[What_are_Roles? |roles]]. An admin role can makes changes using [[Administration|Hornbill Administration]].
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In order for users to use various parts of Hornbill they need to be given the appropriate roles. An admin role can makes changes using [[Administration|Hornbill Administration]].
  
 
== To add a new role ==
 
== To add a new role ==

Revision as of 13:13, 19 January 2015

Roles are a set of rights that are given to users to enable them to work with Hornbill. A set of default roles are provided for a new instance. Everybody should be assigned a user role when their administrator sets up a new co-worker. This allows them to use basic collaboration functions. A user can have multiple roles and their associated rights accumulate. Each user has a default role assigned to them.

In order for users to use various parts of Hornbill they need to be given the appropriate roles. An admin role can makes changes using Hornbill Administration.

To add a new role

  1. Launch Hornbill Administration
  2. Select which application you are interested in the selection box at the top left
  3. Select Roles then Roles
  4. Select '+ Create new user'
  5. Complete Role details...
  • Role ID - Name of new role. It must be unique.
  • Privilege Level - For most roles this will be User
  • Applications - Can apply to one or more Apps that will use this role
  • Groups = Please leave blank
  • Shared Mailboxes = Name of required mailbox (if Service Manager is installed and it is needed)
6. Click "Create Role" to Save


Here is an example of a new role definition:
new role


To modify an existing role

  1. Launch Hornbill Administration
  2. Select which application you are interested in the selection box at the top left
  3. Select Roles then Roles
  4. Select the role that needs changing
  5. Edit the details and then 'Save Changes'

information - You can't change the Role ID one a role has been set up

To delete an existing role

  1. Launch Hornbill Administration
  2. Select which application you are interested in the selection box at the top left
  3. Select Roles then Roles
  4. Select the check box for role that needs deleting
  5. Select '+ Create new user' button and then 'delete selected'and OK