Users and Roles

Users​

User settings on AppMaker are managed through the Users page. A user is specifically defined as an individual who logs into the platform.

Within this page, all users affiliated with the organization, along with their authorizations and authorization groups, can be easily viewed. By selecting the Users menu item, administrators can effortlessly add new users or edit existing ones.

The system's current users are listed in a user-friendly manner, with a summary table showcasing their general information for quick reference.

Add User​

Step 1: Access the Users Screen​

• Open App Maker and navigate to the Users tab.

• A list of existing users will be seen on the Users screen.

  

Step 2: Add a New User​

• To add a new user, click the Add User button on the list screen.

• Add user page will be displayed, prompting the required user information to be entered.

  

Step 3: Fill in User Details​

• On the user creation page, provide all the necessary information, such as user and roles for the new user.

• Roles are assigned to users based on the authorization preferences.

• Notably, a single user can have multiple roles, granting them various permissions within the platform.

  

Step 4: Role Privileges​

• To get a comprehensive understanding of each role and its associated authorizations, consult the Privileges table.

• The table displays a breakdown of the actions authorized for pre-defined user and role types.

  

Edit User​

Step 1: Find the User to Edit​

• Look through the list of users to locate the specific user whose settings are desired to change.

Step 2: Edit User​

• At the end of the user's row, click on the Edit icon.

Step 3: Modify Information​

• A new screen will appear with the user's details.

• Update any necessary information.

• Adjust the user's roles as required.

  

Step 4: Send Changes​

• After making the desired changes, save the updates to apply the edited settings.

Roles​

Roles are a specific set of authorization rules assigned to users. Within App Maker, there are predefined roles that users can utilize, and they also have the flexibility to create custom roles tailored to their preferences.

The Roles page provides an overview of all the roles added under users' organization, allowing them to manage and assign authorizations efficiently.

Create Role​

Step 1: Access the Roles Screen​

• Open AppMaker and navigate to the Roles section.

• A list of existing roles will be seen on the Roles screen.

  

Step 2: Create a New Role​

• Click on the Create Role button to create a new role.

  

Step 3: Fill in Role Details​

• On the new role creation page, provide the required role information.

  

Step 4: Assign Privileges​

• Next, assign specific authorizations to the new role.

• In the Privileges list, choose the permissions want to grant to the role.

Edit Role​

Step 1: Find the Role to Edit​

• Look through the list of roles to locate the specific role whose settings are desired to change.

Step 2: Edit Role​

• At the end of the role's row, click on the Edit icon.

Step 3: Modify Information​

• A new screen will appear with the role's details.

• Update any necessary information, such as role name and privilege settings.

  

Step 4: Send Changes​

• After making the desired changes, remember to save the updates to apply the edited settings.