Role Master - Permission

Additional Information
Role Master-Permission-Search Criteria/Grid
Role Master-Permission-Details Page
Operations
Resource Types
'Role Master' Permission grid
Setting Up Permissions-Examples
User Manager System (UMS) Overview

The Role Master-Permission is a table (md_permission) in the User Management System (UMS). This table defines an approval to perform an operation on a resource based on the role.

  • Resources and Permissions are assigned to existing Roles. The Roles are then assigned to users.

  • This topic deals primarily with the Role Master-Permissions table but also touches on an alternate method of applying resources and permissions to a role using the Role Master view.

  • The two methods of maintaining resources and permissions assigned to Roles are through the Role Master-Permission table and through the Permission grid that is accessed through the Role Master table. Both methods have their own merits. The following table describes the differences between the two methods. You can click on the headings in the table below to go directly to the details on each method (or you can continue reading).

'Role Master' Permission grid Role Master-Permission table
Can add all related resources automatically. Can only add resources one at a time.
Can add/remove multiple permissions for a resource through check box selections. Can only add an operation/permission one at a time for each resource.
Can only delete one resource at a time. Can delete multiple resources.
Can only view/maintain the resources and permissions for a selected Role. Can select specific or groups of Roles as well as select operations through the search criteria.
Can only apply resources and permissions to roles. Can apply resources and permissions to roles as well as users.
When a resource is added to a Role, the Operations are inherited from the Corporate view to which the resource is associated. Operations must be manually added to the specified resource.
Only 400 resources can be maintained/displayed. Any number of resources can be maintained and up to 1,000 resources/permission records can be displayed.

  1. 'Role Master' Permission grid

    For more information on using the 'Role Master' Permission grid, click here .

  2. Role Master Permissions table:

    The Role Master-Permissions table can be accessed using one of the following options:

    1. Directly through the menu system: select the 'User Management System' (UMS), then 'Master Tables' and finally select 'Role Master-Permission'.

    2. Enter 'permission' in the Search field and then select Go.

    3. From the 'Resource Master', you can select the 'Link To' option and then select 'Permissions'.

    Once the Role Master-Permission view is open you can:

    • Add resources and permissions to existing Roles using the Create action button.

    • Delete resources and permissions from existing Roles using the Delete option (found under the 'Use Record as Criteria for Action'/'User Selected Record as Criteria for Action' icon).

    The following fields are available on the Role Master-Permission and are based on the order in which they appear in the grid on the search page:

    • Role Name – displays the name of the role.

    • Description – displays a description of the role.

    • Resource Name – displays the name of the resource assigned to the role. For more information on the types of Resources, click here.

    • Description Literal Key - displays the literal key name description assigned to the resource. This field may be blank if a Literal Key has not been created for the resource.

    • Operation Name - displays the permission assigned to the resource for the role. Operations are broken down into two categories. For more information on Operations click here.

    In the following example, you can see the Role Master-Permission table for the 'ibis_ar' role based on the 'ibis_sucu.su13_customer_master' resource:

    For more information about maintaining Resources and Permissions assigned to Roles and users using the Role Master-Permission table, click here.

For information on the functionality of each button on the Role Master-Permission Search Criteria Results/Grid page, click here.


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Role Master-Permission - Details Page

When you click on the View Record Details icon Detail for a specific record on the Role Master-Permission Search/Criteria Grid page, the Role Master-Permission Detail page opens for that record.

The following list defines every field on the Details page:

  • The only fields displayed are found in the Header section of the Details page. You cannot modify any of these fields.

    • Role Name – displays the name of the role.

    • Resource Name – displays the name of the resource assigned to the role.

    • Operation Name - displays the permission assigned to the resource for the role. Operations are broken down into two categories. For more information on Operations click here.

The Related section at the bottom of the page contains links to related resources for the current record. The following links are available:

  • Role Master
  • Attribute
  • Permissions Summary

For information on the functionality of each button on the Role Master-Permission Details page, click here.


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