User roles
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User roles

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Article summary

In this document, you’ll find all the information about the Roles report, which displays information about user roles.

Access path

  • On senhasegura, in the upper-left corner, click Grid Menu, represented by nine squares, and select Settings.
  • In the side menu, select User Management > Roles.

Top bar

ItemDescription
Show filtersRepresented by the magnifying glass icon. Shows or hides the search fields present on the screen.
RefreshRepresented by the counterclockwise arrow icon. Refreshes the page.
Show actionsRepresented by the three vertical dots icon. Displays possible actions for the page.
NewOpens the Roles window to register a new role.
Print reportRepresented by the printer icon. Opens a new page to print the report.
Export CSVRepresented by the paper sheet icon, downloads the report.
Schedule reportRepresented by the clock icon. Opens the window to schedule the report.

Search fields

ItemDescription
IDText field. Filters according to the role's identification code.
TypeDrop-down menu. Filters according to the type of registered role. Can be Built-in or Custom.
NameText field. Filters according to the role name.
EnabledRadio button. Filters by the role status in senhasegura. Can be Yes or No.

Report fields

  • ID.
  • Name.
  • Type.
  • Description: provides the role description, as registered in senhasegura.
  • Enabled.
  • In the Action column, you have four options:
    • Details, represented by the magnifying glass icon, open the Role detail window.
    • Edit: represented by the pencil and paper icon, opens the Role window.
    • Clone: represented by two paper sheets, clones the role.
    • Delete: represented by the trash can icon, deactivates the role.

Role Window

When clicking on Edit or New, you’ll be directed to the Roles window. This window is divided into three tabs: Settings, Permissions, and Users.

Settings Tab

ItemDescription
NameText field. Name of the role in senhasegura.
EnabledRadio button. Determines if the role will be created active or inactive. Options are Yes or No.
DescriptionText field. Description of the role in senhasegura.

Permissions Tab

ItemDescription
Permission +Opens the Permission modal.
PermissionPermission identifier.
TypeType of permission.
ModuleModule to which the permission belongs.
DescriptionDescription of the permission.

Permission Modal

Search fields

ItemDescription
PermissionText field. Filters according to the permission identifier as registered in senhasegura.
TypeDrop-down menu. Filters according to the type of permission.
ModuleDrop-down menu. Filters according to the module to which the permission belongs.
DescriptionText field. Filters according to the permission description.

Report fields

  • Permission.
  • Type.
  • Module.
  • Description.

Users Tab

ItemDescription
Users +Opens the System Users modal.
IDUser code in senhasegura.
NameUser name in senhasegura.
UsernameUsername of this user in senhasegura.
E-MailThe user's email address as registered in senhasegura.
Creation typeType of user creation.
DepartmentDepartment to which the user belongs.
Added byName of the user who added the user in question.
Added onDate when the user in question was added.

System Users Modal

Search fields

ItemDescription
IDText field. Filters according to the user code in senhasegura.
NameText field. Filters according to the user name in senhasegura.
UsernameText field. Filters according to the username in senhasegura.
E-MailText field. Filters according to the user's email in senhasegura.
Creation typeText field. Filters according to the type of user creation in senhasegura.

Report fields

  • ID.
  • Name.
  • Username.
  • E-Mail.
  • Creation type.

Role Detail Window

When clicking on Details, you will be directed to the Role detail window. Like the Role window, the Role detail window is divided into three tabs: Settings, Permissions, and Users.

Settings Tab

ItemDescription
NameRole name.
EnabledIndicates the role status. Can be Yes or No.
DescriptionProvides a description of the role, as registered in senhasegura.

Permissions Tab

ItemDescription
IDPermission code in senhasegura.
Modulesenhasegura module to which the permission belongs.
TypeType of permission.
PermissionPermission identifier
DescriptionDescription of the permission.

Users Tab

ItemDescription
NameName of the user using the role.
UsernameUsername of the user using the role.
E-mailEmail address of the user using the role.
Info

For an overview of all roles available in senhasegura, access the complete list of roles in the Roles document.


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