User roles

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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

Item Description
Show filters Represented by the magnifying glass icon. Shows or hides the search fields present on the screen.
Refresh Represented by the counterclockwise arrow icon. Refreshes the page.
Show actions Represented by the three vertical dots icon. Displays possible actions for the page.
New Opens the Roles window to register a new role.
Print report Represented by the printer icon. Opens a new page to print the report.
Export CSV Represented by the paper sheet icon, downloads the report.
Schedule report Represented by the clock icon. Opens the window to schedule the report.

Search fields

Item Description
ID Text field. Filters according to the role's identification code.
Type Drop-down menu. Filters according to the type of registered role. Can be Built-in or Custom.
Name Text field. Filters according to the role name.
Enabled Radio 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

Item Description
Name Text field. Name of the role in senhasegura.
Enabled Radio button. Determines if the role will be created active or inactive. Options are Yes or No.
Description Text field. Description of the role in senhasegura.

Permissions Tab

Item Description
Permission + Opens the Permission modal.
Permission Permission identifier.
Type Type of permission.
Module Module to which the permission belongs.
Description Description of the permission.

Permission Modal

Search fields

Item Description
Permission Text field. Filters according to the permission identifier as registered in senhasegura.
Type Drop-down menu. Filters according to the type of permission.
Module Drop-down menu. Filters according to the module to which the permission belongs.
Description Text field. Filters according to the permission description.

Report fields

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

Users Tab

Item Description
Users + Opens the System Users modal.
ID User code in senhasegura.
Name User name in senhasegura.
Username Username of this user in senhasegura.
E-Mail The user's email address as registered in senhasegura.
Creation type Type of user creation.
Department Department to which the user belongs.
Added by Name of the user who added the user in question.
Added on Date when the user in question was added.

System Users Modal

Search fields

Item Description
ID Text field. Filters according to the user code in senhasegura.
Name Text field. Filters according to the user name in senhasegura.
Username Text field. Filters according to the username in senhasegura.
E-Mail Text field. Filters according to the user's email in senhasegura.
Creation type Text 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

Item Description
Name Role name.
Enabled Indicates the role status. Can be Yes or No.
Description Provides a description of the role, as registered in senhasegura.

Permissions Tab

Item Description
ID Permission code in senhasegura.
Module senhasegura module to which the permission belongs.
Type Type of permission.
Permission Permission identifier
Description Description of the permission.

Users Tab

Item Description
Name Name of the user using the role.
Username Username of the user using the role.
E-mail Email 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.