This document provides information about the Roles report screen, which displays details about the roles within user management.
Path to access
- On Segura, in the navigation bar, hover over the Products menu and select Settings.
- In the side menu, select User Management > Access control layer (ACL) > Roles.
Action menu
| Item |
Type |
Description |
| New |
Button |
Directs to the Roles screen to create a new role. |
| Actions |
Dropdown menu |
Displays the options Print Report, Export CSV, and Schedule Report. |
Search fields
| Item |
Type |
Description |
| ID |
Text field |
Filters by the identification code of the role in Segura. |
| Type |
Dropdown menu |
Filters by the role type in Segura. |
| Name |
Text field |
Filters by the name of the role in Segura. |
| Enabled |
Dropdown menu |
Filters roles by their activation state in Segura. |
Report fields
- ID.
- Name.
- Type.
- Description: description of the role in Segura.
- Enabled.
- Actions:
- Details: opens the Role details screen**.**
- Edit: opens the Roles screen in edit mode.
- Clone: clones a role. When a role is cloned, it receives a default name. For example, when cloning the
Default role, which has the identifier code 1, the new role will appear as Default [1000] (copied from 1). The type of the cloned role will be set to Custom, and it will have the identifier code 1000. From this value, the codes for subsequent cloned roles will be incremented by 1.
- Delete: deletes a role.
Info
By default, the report displays 30 records per screen. To go to the next screen, click on the forward buttons at the end of the report.
Roles screen
This section provides information about the Roles screen where users can add or edit a role in Segura.
Settings tab
| Item |
Type |
Required |
Description |
| Name |
Text field |
Yes |
Name of the role in Segura. |
| Enabled |
Radio button |
Yes |
Indicates the activation status in the role’s creation. |
| Description |
Text field |
No |
Description of the role in Segura. |
Permissions tab
| Item |
Type |
Required |
Description |
| Add |
Button |
No |
Opens the Permission modal. |
| Permission |
Table |
No |
Lists the permissions added and their information: Permission, Type, Module, and Description. |
| Checkbox |
Checkbox |
No |
Selects all records displayed on the table and enables the Remove selected button. |
Permissions modal
| Item |
Type |
Description |
| Search |
Search field |
Searches for permissions based on the characters typed. |
| Checkbox |
Checkbox |
Selects all records displayed on the screen. |
| PERMISSION |
Text field |
The permission identifier code within Segura. |
| TYPE |
Text field |
Permission type. |
| MODULE |
Text field |
The module to which the permission belongs. |
| Description |
Text field |
Permission description. |
Users tab
| Item |
Type |
Required |
Description |
| Add |
Button |
No |
Opens the Users modal. |
| Users |
Table |
No |
Lists the users added and their information: ID, Name, Username, E-mail, Creation type, Department, Added by, and Added on. |
| Checkbox |
Checkbox |
No |
Selects all records displayed on the table and enables the Remove selected button. |
Users modal
| Item |
Type |
Description |
| Search |
Search field |
Searches for the user according to the characters typed. |
| Checkbox |
Checkbox |
Selects all records displayed on the table. |
| ID |
Text field |
Filters by the user identification code in Segura. |
| Name |
Text field |
User's personal name in Segura. |
| USERNAME |
Text field |
User's username in Segura. |
| E-MAIL |
Text field |
User's e-mail address in Segura. |
| CREATION TYPE |
Text field |
Type of user creation in Segura. |
| DEPARTMENT |
Text field |
Department to which the user is linked in Segura. |
| ADDED BY |
Text field |
User responsible for adding other users to Segura. |
| ADDED ON |
Text field |
The date when the user was added. |
Review tab
This tab displays a summary of the new role’s registration settings with the Back and Save buttons.
Role details
Accessible through the Actions button on the role.
Settings tab
| Item |
Description |
| Name |
Name of the role. |
| Enabled |
Status of the role. |
Permissions
| Item |
Description |
| ID |
Code of the role on Segura. |
| Module |
Module to which the role belongs. |
| Type |
Tupe of the role. For example: list, view, or write. |
| Permission |
Technical name of the permission. |
| Description |
Description of the role. |
Users tab
| Item |
Description |
| Name |
Name of the user which belongs to the role. |
| Username |
Username of the user which belongs to the role. |
| Email |
Email address of the user which belongs to the role. |