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Case Studies - User Roles' Configuration
Case Studies - User Roles' Configuration
Eli Gimelraikh avatar
Written by Eli Gimelraikh
Updated over a month ago

Introduction

Roles in Next Plus define user access and permissions across various modules, ensuring that users have the appropriate capabilities based on their responsibilities. This article explains the default roles, how organizations can create custom roles, and how to use Access Control Lists (ACL) for permission management.

Default Roles in Next Plus

Next Plus provides five default roles:

  1. Operator

  2. Viewer

  3. Editor

  4. Admin

  5. Sys Admin

For detailed information about each of these roles, please refer to

Creating Custom Roles

Organizations can create additional roles beyond the default ones to suit their unique needs. The Roles Configuration menu lists existing roles and provides options to create or modify roles.

To create a new role:

  1. Navigate to the Roles Configuration menu.

  2. Click on the "+" button to add a new role (as shown in the screenshots).

  3. Fill in the details, including:

    • Name of Role: Define a unique name for the role.

    • URL: Set the homepage for users assigned this role.

    • Disable Use: Optionally disable the role if needed.

Enhancing or Limiting Permissions: Using ACLs

Each custom role can enhance or limit permissions through Access Control Lists (ACL). When creating or editing a role, you can click on the Add ACL button to customize the permissions (as shown in the second image).

In the Add ACL window:

  • Model: Select the module you wish to modify permissions for.

  • Access Type: Define the type of access (e.g., Read, Write, Execute).

  • Property: Specify the specific property or component within the module.

  • Permission: Choose the permission level (e.g., Allow, Deny).

Assigning Roles to Users

After creating or modifying a role, you can assign it to individual users or groups of users, ensuring they receive the appropriate access levels defined by the role's ACL settings.

Case Studies

Cannot delete forms

Quick guidde

This guide walks you through the process of restricting user roles from deleting forms in the Next Plus application.

1. Introduction

By following the instructions provided, you can set up the necessary permissions and restrictions within the application.

Introduction

2. Click "Settings"

Navigate to the Settings section.

Click 'Settings'

3. Click "Users"

Access the Users menu.

Click 'Users'

4. Click "Roles Configuration"

Open the Roles Configuration tab.

Click 'Roles Configuration'

5. Click Add

Select the specific option indicated.

Click Add

6. Click "Name"

Choose the Name field.

Click 'Name'

7. Fill "Cannot Delete Forms"

Fill in "Cannot Delete Forms"

Fill 'Cannot Delete Forms'

8. Click "Add ACL"

Select the option to Add ACL.

Click 'Add ACL'

9. Click "Model" to open drop-down Menu

Select the necessary model from the list.

Click 'Model' to open drop-down Menu

10. Click "FormData"

Click on FormData.

Click 'FormData'

11. Click "Access type"

Click 'Access type'

12. Click "*"

Select the designated option.

Click '*'

13. Click "Property"

Proceed to click on Property.

Click 'Property'

14. Click "deleteById"

Select the deleteById option.

Click 'deleteById'

15. Click "Permission"

Click 'Permission'

16. Click "DENY"

Select DENY.

Click 'DENY'

17. Click "Add"

Click on Add.

Click 'Add'

18. Click "Add"

Click on Add again.

Click 'Add'

This guide detailed the steps to create a user role in Next Plus that cannot delete forms.

Configure a role that enables open Work orders manually

Quick guidde

This guide will walk you through configuring a role for an Operator in Nextplus, enabling them to manually open Work orders by setting up the necessary permissions and access rights.

1. Introduction

Introduction

2. Click Add

Navigate to the specified section.

Click Add

3. Fill "Create Workorders"

Fill in "Create Workorders"

Fill 'Create Workorders'

4. Click "Add ACL"

Initiate the process to add a new ACL.

Click 'Add ACL'

5. Click on the "Model" drop down list

Select the appropriate model from the list.

Click on the 'Model' drop down list

6. Click "Workorder"

Access the Workorder section.

Click 'Workorder'

7. Click "Access type" and select "*"

Choose the access type "READWRITEEXECUTE".

Click 'Access type'
and select '*'

8. Click "Property" and select "*"

Indicate the property settings.

Click 'Property'
and select '*'

9. Click "Permission" and select "Allow"

Set the permission to "DENYALLOW".

Click 'Permission' 
and select 'Allow'

10. Click "Add"

Add the permission.

Click 'Add'

11. Click "Add"

Confirm the addition.

Click 'Add'

This guide covered configuring a role for an Operator in Nextplus to allow manual opening of Work orders through step-by-step instructions on setting permissions and access types.

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