How to manage user roles

In user management, defining roles is an essential step to keep the environment organized. Roles facilitate the routine of user management by creating a predetermined set of rules that apply to all users within that particular set of roles. On senhasegura, you can define various roles, in addition to using those already configured.

Requirements

• Have System Administrator privileges.

Register a new role

1. On senhasegura, in the upper-left corner, click the Grid Menu, represented by nine squares, and select Settings.
2. In the side menu, select User Management > Roles.
3. In the Roles report, on the top bar, click on View actions, represented by three vertical dots, and select New from the drop-down menu.
4. In the Roles window, fill in the following fields:
   1. In the Settings tab:
      1. Name: fill in with a name for the role to be registered.
      2. Enabled: select Yes to create the role active in senhasegura.
      3. Description: fill in with a description that helps identify the role.
   2. In the Permissions tab:
      1. To add permission to the role click on the plus symbol next to the word Permission.
      2. In the Permission modal, select the permissions you want to add to the role.
         Info

         You can filter permissions using the options in the top bar.

      3. Click Add.
   3. In the Users tab:
      1. To add a user to the role, click the plus symbol next to the word Users.
      2. In the System Users modal, select the users you want to add to the role. Note that you can filter users using the options in the top bar.
      3. Click Add.
5. Click Save.

View role details

1. On senhasegura, in the upper-left corner, click Grid Menu, represented by nine squares, and select Settings.
2. In the side menu, select User Management > Roles.
3. In the Roles report, identify the role you want to view the details of and, in the Action column, click on Details, represented by the magnifying glass icon.

The Role Details window will open, displaying all the details of the role in question.

Modify a role

1. On senhasegura, in the upper-left corner, click on Grid Menu, represented by nine squares, and select Settings.
2. In the side menu, select User Management > Roles.
3. In the Roles report, identify the role you want to view its details. In the Action column, click on the three vertical dots and select Edit, represented by the pencil and paper icon, in the drop-down menu.

The Roles window will open in edit mode. Change the necessary information and click Save.

Delete a role

1. On senhasegura, in the upper-left corner, click on Grid Menu, represented by nine squares, and select Settings.
2. In the side menu, select User Management > Roles.
3. In the Roles report, identify the role you want to view its details. In the Action column, click on the three vertical dots and select Delete, represented by the trash can icon, in the drop-down menu.
4. In the confirmation modal, select Yes.

Reactivate a role

Since roles are not deleted from the instance, it is possible to reactivate them. To do this, follow the steps below:

1. On senhasegura, in the upper-left corner, click Grid Menu, represented by nine squares, and select Settings.
2. In the side menu, select User Management > Roles.
3. On the top bar, select No in the Enabled drop-down menu and click on Filter. This action will filter the inactive roles in the instance.
4. In the Roles report, identify the role you want to reactivate and, in the Action column, click on the three vertical dots and select Edit, represented by the pencil and paper icon, in the drop-down menu.
5. In the Roles window, in the Settings tab, select Yes for the Enabled option.
6. Click Save.

Clone a role

In some situations, it may be interesting to clone a role for specific purposes. To clone a role in the instance, follow the steps below:

1. On senhasegura, in the upper-left corner, click Grid Menu, represented by nine squares, and select Settings.
2. In the side menu, select User Management > Roles.
3. In the Roles report, identify the role you want to clone and, in the Action column, click on the three vertical dots and select Clone, represented by the two sheets of paper, in the drop-down menu.

The role will be cloned without user intervention. The cloned role can be identified by the suffix (copied from #) in its name, where # indicates the ID of the original role.

Do you still have questions? Reach out to the senhasegura Community.