Application users and roles

Applications with Login Mode set to Email & Password can maintain their users in the Users & Roles section. Users can also be administered using the User API

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Accessing application Users and Roles

Steps:

1. Log in to your application with the credentials of an Administrator.
2. Click the profile icon in the top-right corner of your application.
3. Select Users & Roles.

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Overview: Enabling page access

The Menu control displays only menu items application users can access and automatically filters out the others. Submenus only display if they contain pages users can access.

Steps:

1. Adding Roles.
   1. Provide a role Name.
   2. Select Pages accessible to users with the Role.
   3. Save.
2. Adding Users.
   1. Provide an Email and Password.
   2. Optionally add a Name.
   3. Check the Administrator checkbox for users that manage Users & Roles.
   4. Select Roles the user should belong to (the User role is assigned to all users to provide access to the application StartPage).
   5. Save.

Optionally, use the Pages menu to review and amend Role access to a page.

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Roles

The User role is created by default. In this section you can maintain the different user roles that you require for your application.

Maintain Roles {% endembed %}

Steps:

1. Click the Roles menu item.

2. To Add:

   1. Click Add Role.
   2. Enter a Name for the Role.
   3. Select the Pages to which this Role will have access.
   4. Click Save.

3. Update:

   1. Click the Edit link associated with the relevant Role.
   2. Update Name and / or which Pages are assigned to the Role.
   3. Click Save.

4. Delete:

   1. Click the Delete link associated with the relevant Role.
   2. Click Yes to confirm.

   Note:

   • The default Role is ‘User’.
   • All users are automatically and permanently assigned to the ‘User’ role.
   • Additional Roles can be assigned to users, and can also be removed (“unassigned”) from users.

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Users

Users {% endembed %}

Steps:

1. Click the Users menu item.
2. To Add:
   1. Click Add User.
   2. If the Application’s Login Mode is ‘Email & Password’:
      - Enter the user’s Name (optional), Email and Password.
   3. Select the Administrator checkbox only if this User is to have Administration rights, i.e. to have access to Application Users and Roles.
   4. Select the Role(s) to assign to the User.
   5. Click Save.
3. Update:
   1. Click the Edit link associated with the relevant User.
   2. Update Email, Password, Name and / or which Role(s) to assign to the User.
   3. Click Save.
4. Delete:
   1. Click the Delete link associated with the relevant User.
   2. Click Yes to confirm.

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Pages

Access to your application’s Pages can be controlled by assigning user roles to each page.

Maintain Role assignments to Pages {% endembed %}

Steps:

1. Click the Pages menu item.
2. Click the Edit link associated with the relevant Page.
3. Select the Role(s) to assign to the Page.
4. Click Save.