Roles and Privileges


 

OfficeClip implements two kinds of security for its applications: 

  • Role-based- Access privileges for a certain action, such as creating a timesheet or deleting a document.
  • Object-based- Permissions for individual users or roles to read, write, append, or delete an OfficeClip object.

An OfficeClip role created by an administrator, is a named grouping of privileges, along with the OfficeClip members who are assigned to the role.  In the event that roles are not defined for a group or a member is not assigned to a role, OfficeClip automatically assigns privileges according to the "All Members" role, which cannot be deleted by an admin (however, the admin can set the privileges in this role, which will then act as a default set  of privileges for all new members or members not assigned to a role).  The pre-defined "Administrators" role cannot be deleted, and all access privileges are given to this role. By design, a when a member is in more than one role, the member's privileges for any given action take on the most restrictive access.   The following scenario illustrates this concept:

Bob is a member of the role "Sales" as well as the role "Marketing."  Among other privileges, Sales has the "Create New Alerts" access privilege:


Sales role given the "Create New Alerts" privilege.

 However, the group admin removed this privilege from the Marketing role:


Marketing role is not given the "Create New Alerts" privilege.

 When Bob goes to the alerts application, the New Alert menu item will be unavailable because the Marketing role does not have the permission to create new alerts.

To create and configure a new role, follow these steps:

  1. Click the Privileges link on the Home Page.



  2. Click Create New Role on the Privileges page. This will start the wizard that allows you to create the role, define the role access privileges, and then assign users to that role.



  3. Type in a name and an optional description for the role and click Create



  4. The Role Privileges screen allows you to define the access funtions that the role has. All members of this role will have the privileges that are checked.  Please note that if the "All Members" role is selected, the access privileges that are selected will apply to ALL new members, including members not yet assigned to a role.  In addition, the privileges in the "Administrator" role cannot be changed, as administrators have all access privileges.   After selecting the privileges that are assigned to a role, click Submit



  5. By default, a newly-created role has no users defined for it. The Role Users screen allows the administrator to select which users in the group belong to the role. To place a user in the role, select a user by clicking on the user's name in the left pane. Multiple users can be selected by holding down the Ctrl key while clicking each user's name.



  6. After the desired user or users are selected, click the ">" button to place the user(s) in the role. Similarly, users can be removed from the role by selecting and clicking the "<" button. Clicking ">>" or "<<" will select and move ALL users from the left to right or right to left panes respectively.  Click the Submit button to save the role users selection. 



 
 


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 OfficeClip provides a suite of web-based enterprise software such as Business Contact Manager, Issue and Bug Tracker, Time and Expense Reporting, Group Calendar, Document Sharing, Office Portal and other applications.