Overview
In VetView, privileges can be grouped into custom roles. Those roles can then be assigned to users. A user may be in multiple roles. The program ships with some pre-defined roles and each role is tied to a specific set of privileges. You can either assign users the default roles defined in the system or create your own.
Navigating to the Role Management screen
To access the Role Management screen, click on “Navigation” option and in the “User Account and Setup Data” section click on the “Role Management” option.
On the Role Management screen, you will find:
Roles Search section where you can search for existing roles by entering the role name and clicking on the Search button.
- A grid displaying all of the existing roles. Double clicking on a role in this grid will redirect you to the “Role Info” page where you can view and edit privileges associated with that role.
- “Add Role” button which allows you to add a new role.
- “Edit” button which allows you to edit an existing role.
- “Duplicate Role” button which allows you to create a copy of an existing role. This is useful when you have to create a new role that is similar to another role.
- To add a new role in VetView click on the “Add Role” button. You will be redirected to the “Role Info” page.
- On the Role Info page you will find all available security privileges that pertain to various sections of the program. You can assign all privileges to a role by using the “Select All” buttons or by selecting the root privilege.
- You can also assign Individual privileges based on a section or functionality by checking the appropriate check box. Once you have made your assignments, click on the “Save” button to save the information.
- To create a role based on another role, select the existing role from the grid and click on the “Duplicate Role” button. The “Role Info” page will be displayed. You can rename the duplicate role in the “Name” field, edit privileges and save the changes.
