Configuring Roles & Privilege

Roles: Defining User Profiles

Understanding Roles

Roles are essential in defining distinct user profiles within Qodly. Each role corresponds to a specific set of privileges, and access levels (Permissions).

Role Hierarchy

Roles can be structured hierarchically, allowing for an organized and layered access control system. In Qodly, higher-level roles can inherit the privileges of lower-level roles, creating an efficient method of managing user access. This hierarchy enhances the granularity of access management and facilitates a streamlined approach.

Adding Roles

To add a role:

1. Open the Explorer Panel.
2. Navigate to the Roles and Privileges section.
3. Click on the Roles tab to access role management.
4. To create a new role, click on the Add new role card.

Example

In a back-office travel agency solution, you might create roles such as:

Roles	Description
Agent	Reserves and customizes travel packages for clients.
Content Manager	Manages website content, including creating and updating travel packages.
Sales Manager	Manages customer bookings, views sales reports, and generates invoices.

Privileges: Enabling Controlled Access

Understanding Privileges

Privileges define the specific permissions that users of different roles can perform. By assigning privileges to roles, you determine the extent of a user's access to data and functionalities.

Adding Privileges

To add a privilege:

1. Open the Explorer Panel.
2. Navigate to the Roles and Privileges section.
3. Click on the Privileges tab to access privileges management.
4. Click on the + button to create a new privilege.

Example

In a back-office travel agency solution, you might create privileges such as:

Privileges	Description
ManageReports	Access to sales reports and statistical data.
ManageBookings	Manage customer bookings, verify reservations, and generate invoices.
ManageContent	Access and manage the travel agency's online content.

Interplay Between Roles and Privileges

Achieving the optimal synchronization of roles and privileges ensures seamless task execution for users while maintaining robust data security.

To assign one or multiple privileges to a role:

1. Navigate to the Roles tab within the Roles and Privileges section.
2. Select the desired role (e.g., Sales Manager).
3. Locate the privileges side section on the far right.
4. In this section, you'll find a comprehensive list of available privileges.
5. To assign a privilege, click the + icon.
6. To remove a privilege, simply click the - icon.

Example

For instance, a Sales Manager role might possess privileges like ManageBookings and ViewReports, granting them the ability to analyze booking trends and monitor revenue for informed decision-making. Similarly, a Content Manager role could receive the privilege ManageContent.

Assigning Roles

Through the Qodly Management Console of your application, you can assign roles to users across various environments—development, staging, or production—each with its own configuration.

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Roles configured in the development environment may differ from those in production. It's essential to manage roles appropriately in each environment to ensure consistent access control.

To assign a role to a user in the development environment:

1. Go to the Teams tab to see a list of available users, each linked to their respective roles.
2. Click the Add User button in the upper-right corner to add a new user.
3. Complete the form that appears with the necessary user data.
4. Find a dropdown menu labeled Profile towards the end of the form, displaying roles added from Qodly Studio under the Roles and Privileges section.
5. Select and assign the appropriate role to the new user from the list, providing specific privileges associated with that role.

Retrieving Current Session Information

You can retrieve user information in the current session using the cs.Qodly.Users class. This allows you to access essential user details, such as their email, role, first name, and last name.

Here's how you can retrieve and store user data for session-wide access:

exposed Function loadSessionUserInfo()
    var userCS : cs.Qodly.Users
    
    userCS = cs.Qodly.Users.new()

    use(session.storage)
        session.storage.currentUser = userCS.getCurrentUser()
    end

For more detailed information, refer to the Sessions and Users sections.

Roles and privileges JSON Representation

In Qodly Studio, roles and privileges have a JSON representation that can be useful for troubleshooting or copying selected parts.

This representation can be accessed through a text editor by selecting the Roles and privileges in the Explorer and choosing Open With a Text Editor.

This allows you to view, copy, or edit the JSON representation.

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Exercise caution when editing the JSON representation. The syntax checker does not validate whether attribute names match the expected ones or if there are issues with attribute names. Always ensure you have a backup before making changes.