Understanding users and roles
This section provides a general overview that describes the functions of users, roles and user privileges.
Who is a "user"?
Anyone who has access to the application is an user. Each user has an user record that holds the user details and specific privileges (admin user or normal user). A new user can be added using the "Create User" screen in the administration menu.
Who is a "system admin"?A user who has access to perform all of the administrative tasks such as application administration, user administration, process administration and data administration is a system admin. Only the system admin has privileges to configure the report parameters in the runtime.
Who are the other admin users?
Application Admin - An application admin can manage the application settings such as themes, application specific details such as application name and logo. It must be noted that the application administration functionality hasn't been implemented yet.
User Admin - A user admin can perform any of the user management tasks such as create users, manage users, manage role subscriptions and bulk upload users.
Data Admin - A data admin can use the data viewer and data uploader to view the data stored in the database and perform uploads directly.
Process Admin - A process admin can monitor and manage the implemented workflow processes. It must be noted that the process administration functionality hasn't been implemented yet.
Can users be grouped based on the tasks they perform?
Yes, users can be grouped based on the tasks they perform i.e. their role. Users are often members of roles, which simplify the allocation of these permissions and/or privileges.
What is a role?
Role is a collection of users. The primary purpose of a role is to provide multiple users with the same privileges. The roles are referred to as application roles (app role). The application roles are automatically created by the system based on the role assignments for a workflow activity in the designed workflow processes.