Roles MOD003649

Access

• PM Administration → Master Data → Users, Roles, Resources → Roles

For information

• In the Roles module, all available PLANTA standard roles are displayed and can be edited.

• You can create new roles here.

In PLANTA project, roles are grouping units that are used for rights control. A role grants the users to whom it has been assigned access to one or more groups of modules/module panels and menu items. Such groups are called work areas.

A work area consists of at least one module or menu item, however, usually they are composed of several modules/ module panels and/or menu items. There are pure module work areas and pure menu item work areas.

Create and Assemble Roles

Procedure

• Open the Roles module.

  • As PLANTA supplies standard roles with the program, they are available when calling up the module.

• Right-click on an already existing role and select the Insert → Role command.

• Assign a name to the new role in the Role field and save.

  • In doing so, an ID will be generated automatically in the Role ID field.

• If the new role is a menu item role, you have to activate the Invisible in the user menu checkbox of this role.

• Assign work areas to the new role:

  • Right-click and select Insert → Work Area, then select the required work area from the listbox.

  • Save.

  • Standard work areas are available for selection. If an individual work area is to be assigned, it must first be created and defined in the Work Areas module.

• If you want a particular role/menu item to be usable via Web Client only, please activate the Web Client checkbox.

Details

• You can assign further subroles to the newly created role:

  • Drag the role to be subordinated to the parent role by pressing SHIFT + holding down the left mouse button.. See also Structuring Records via Drag&Drop.

  • The subrole assignment defines the hierarchy of the display in the user menu.

Edit Roles

For information

• You can edit the required role by editing individual role parameters.

• Work area parameters cannot be edited directly in the Roles module but in the Work Areas module (for module work areas) or in the Menu Items module (for menu item work areas).

  • To do so, click on the link in the Work area name field to switch to the Work Areas module or to the Menu Items module.