Settings | User Roles

Settings | User Roles

Introduction

There are Thousands of users of the Kornit X Platform and with this there are multiple different types of User Roles which allow certain organisations to have explicit access to what they need. This means for users working with the Floor module the entire team can only have access to what they need, removing the modules that this user may never need. 
The User Roles section acts as a library of available Roles as well as the options to set them up. A completed User Role will be available in the User creation dropdown set in "Users". 

How Do I Amend User Roles?

User Roles can easily be amended by clicking into the listed Role and amending the options and areas of the Platform this role must have explicit access to. Below is an example of 2 user roles created for specific access to the Catalog module, the search shows the Name and Owner within the list view. 

Clicking into one of the examples shows you the menus for 'Basic Details' and 'Resources'.

Basic Details will list the Name, Owner and whether or not the role is for Subscription. You can amend these by either changing the name, searching and changing the Owner company or by enabling the Subscription slider. 

Resources will show either 'All' or 'Assigned' resources which can be enabled or disabled with the available sliders. You can filter the view to only show "Smartlink Apps" for example if this is the area of the User Role you wish to assign for certain Catalog only users you may have, 

Once changes are made on either pager simply click to 'Save Changes' and the User Role will have been amended for you. 

How Do I Set New User Roles Up?

In order to create a new role, you need to simply click the '+ Create Role' button as shown below.

In the set up window the 'Basic Details' will appear first and you will be asked to set the Name, Owner and confirm the Subscriptions slider if this is relevant. 

Once you click to 'Save Changes' the ''Resources' tab will be accessible and here you can search for the relevant resources you wish to enable or disable with the slider tools. 

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