Creating Roles
Composer This topic is related to Transact Composer. | Form Builder | v4.3 & Higher This feature is related to v4.3 and higher.
Location: Access Control -> Roles
Required Permissions:SYSTEM_ROLE_ADMIN
Roles:System Administrator
There are two tiers of user: Client and System.
- Client Tier who can only see those read-only Accounts designated "Public Accounts" and the one Account to which they have been allocated.
- System Tier who may also see other non-public accounts and who in general have more powerful roles than the Client Tier.
You also decide the permissions to allocate to each role. You actually have
quite a lot of control as there are many permission items to choose from.
Here are the default System roles that ship with the product:
|
Permission |
Description |
|---|---|
|
ACCOUNT_ADMIN |
Allows access to the account and organization management panes, creation/deletion/editing of account info. |
|
ACCOUNT_EDIT |
Allows editing of account meta data (display name,etc). |
|
ACCOUNT_MERGE |
Allows merging of accounts. |
|
ACCOUNT_PUBLIC_EDIT |
Allows writing to public organizations and accounts. |
|
DATA_DICTIONARY_BIND |
Allows binding of form fields to the data dictionary. |
|
DATA_DICTIONARY_MGMT |
Allows creation and maintenance of the organization level data dictionary. |
|
DATA_DICTIONARY_STATUS |
Allows status changes of data dictionary elements. |
|
DATA_MODEL_BIND |
Allows binding of form fields to the data model. |
|
DATA_MODEL_MGMT |
Allows creation/deletion and editing of data connections, uploading and deleting of seed files. |
|
DATAPACK_EXPORT |
Allows exporting system datapacks. |
|
DATAPACK_IMPORT |
Allows importing system datapacks. |
|
DEPLOY_ADMIN |
Allows creation/deletion/editing of deployment properties. |
|
DOC_EXPORT |
Allows exporting documentation datapacks. |
|
DOC_IMPORT |
Allows importing documentation datapacks. |
|
FORM_ADMIN |
Allows viewing form statistics, generating form spec information. |
|
FORM_BULKPUBLISH |
Allows bulk publishing of forms. |
|
FORM_PREVIEW |
Allows previewing of forms, access to artifacts pane. |
|
FORM_PUBLISH |
Allows publishing of forms. |
|
FORM_SAVE |
Allows editing and saving of forms, creation and management of form revisions. |
|
FORM_UNLOCK |
Allows unlocking of forms locked by other users, allows opening (but not saving) of forms locked by other users. |
|
FORM_VIEW |
Allows viewing and opening of forms (but not saving/preview). |
|
FORM_XML |
Allows viewing and saving of form xml. |
|
LIBRARY_EXPORT |
Allows exporting of account libraries. |
|
LIBRARY_IMPORT |
Allows importing client libraries. |
|
LIBRARY_SHARE |
Allows sharing of a library (or patch) with another account. |
|
LOCALE_ADMIN |
Allows generation and uploading of localized property files, generation of localization keys |
|
LOCALE_AUTOTRANSLATE |
Allows use of auto translation tools. |
|
MODULE_MGMT |
Allows creation/deletion and editing of custom widgets/blocks, allows creating custom widgets and blocks from within a form. |
|
NEWS_ADMIN |
Allows creation/deletion/editing of welcome screen news. |
|
ORGANIZATION_ADMIN |
Allows editing organization meta data and search paths, upgrading to a release/servicepack, deleting, renaming, creating, moving and copying organizations, managing organization property sets. |
|
ORGANIZATION_EXPORT |
Allows exporting user organizations. |
|
ORGANIZATION_IMPORT |
Allows importing user organizations. |
|
PATCH_EXPORT |
Allows exporting patches. |
|
PATCH_IMPORT |
Allows importing patches. |
|
PROJECT_ADMIN |
Allows creation and deletion of projects, restricting access of users and templates to projects. |
|
RELEASE_ADMIN |
Allows access to the release management pane, editing release meta data, toggling release active state, bulk organisation release upgrades. |
|
RELEASE_EXPORT |
Allows exporting releases. |
|
RELEASE_IMPORT |
Allows importing releases. |
|
RESOURCE_MGMT |
Allows uploading/deleting resources. |
|
ROLE_ADMIN |
Allows creation/deletion of roles for an account. |
|
SERVICEPACK_EXPORT |
Allows exporting servicepacks. |
|
SERVICEPACK_IMPORT |
Allows importing servicepacks. |
|
STYLESHEET_MGMT |
Allows creation/deletion and editing of stylesheets, allows push to stylesheet from within a form. |
|
SYSTEM_FORM_DEBUG |
Allows use of debug versions of system script libraries. |
|
SYSTEM_FORM_PREVIEW |
Allows system wide previewing of forms. |
|
SYSTEM_FORM_PUBLISH |
Allows system wide publishing and bulk publishing of forms. |
|
SYSTEM_FORM_VIEW |
Allows system wide viewing of forms. |
|
SYSTEM_LOG_VIEW |
Allows access to system level log files. |
|
SYSTEM_ROLE_ADMIN |
Allows creation/deletion of system level roles. |
|
SYSTEM_USER_ADMIN |
Allows creation/deletion of system level users and creation of user list. |
|
TEMPLATE_MGMT |
Allows creation/deletion of templates. |
|
TIPS_ADMIN |
Allows creation/deletion/editing of quick help tips. |
|
USER_ADMIN |
Allows creation/deletion of users for an account. |
And here is the list of permissions for these predefined roles.:
|
Role |
Permissions |
|---|---|
|
System Administrator |
ACCOUNT_ADMIN |
|
Account Administrator |
DATA_MODEL_BIND |
|
Avoka Engineer |
DATA_MODEL_BIND |
|
Avoka Partner |
DATA_MODEL_BIND |
|
Developer |
DATA_MODEL_BIND |