How to use user roles to control permissions for groups of users

User roles are a way to control the permissions for entire groups of users in Promiso.

Some common uses for user roles include:

• Automatically applying a set of permissions to all professional-level users for a particular profession.
• Applying special permissions to a certain sub set of users.
• Controlling access to certain reports so that only particular users can access them.

Creating a New User Role #

1. Go to the User Manager > User Roles > Add/Edit > Coordinator/Clerical or Professional page.
2. Click the New… button in the fixed header at the top of the page.
3. On the New User Role dialog, enter a name, description and optionally a profession (professional user roles only. More on this in the note below).
4. Click the Apply button to save the user role.

Assigning Permissions to a User Role #

1. Go to the User Manager > User Roles > Add/Edit > Coordinator/Clerical or Professional page.
2. Ensure that the desired user role is selected in the User Role dropdown in the fixed header at the top of the page.
3. Assign permissions in the ‘Assign Global Permissions’ section.
4. Click the Apply button below the ‘Assign Global Permissions’ section to save the changes.
5. For each profession for which the selected user role should have permissions:
   • Select the profession in the Profession dropdown for the ‘Assign Permissions by Profession section’.
   • Assign permissions in the tables for the ‘Assign Permissions by Profession section’.
   • Click the Apply button for the ‘Assign Permissions by Profession section’ to save the changes.

Assigning Users to a User Role #

1. Go to the User Manager > User Roles >Manage > Coordinator/Clerical or Professional page.
2. Select the desired user role in the User Role dropdown in the fixed header area at the top of the page.
3. While holding down the Ctrl key on the keyboard, click each user in the ‘Available Users’ table on the left whom you wish to add to the selected user role.
4. Click the > button to move the users to the ‘Users Assigned to User Role’ section on the right.
5. Click the Apply button below the table to save the changes.

Controlling Access to Reports With User Roles #

1. Go to the User Manager > User Roles >Assign to Reports page.
2. Select the desired report in the Report dropdown in the fixed header area at the top of the page.
3. While holding down the Ctrl key on the keyboard, click each user role in the ‘Available User Roles’ table on the left whom you wish to add to the selected report.
4. Click the Apply button below the ‘User Roles Assigned to Report’ table to save the changes.