Roles

Roles allow you to define different types of users and thus limit access to certain features of the application.
Click on “Administration Roles”

System Roles

By default, Open Bee™ Portal includes all “system” roles:
  • Administrator : allows full access to all the functionalities of the application and the administration, except the Secure Storage Area.
  • Functional Administrator: allows access to the administration of a Secure Storage Area and other administrative functions: filing rule, extranet, logs and editing of users who do not have the Administrator or Functional Administrator role.
  • User: Allows access to all features, except administration.
  • External: Allows access to documents only. In addition, this particular role limits the user to a subfolder of the folder tree, which severely limits their ability to use the product. Users created by an Extranet have this role.
  • Viewing: Allows access to all folders and features but read-only only. However, a user with the consultation role can fill out a form.
System roles are not deleteable but can be changed to a certain extent.

Add and edit a role

  • To add a new role, click the “Add” button.
  • To edit a role, click the name of the role.
In both cases, the following form appears:
  • Name : The name of the role, as it will later appear in the usage creation form.
  • Default group: A group to which a user will be automatically assigned when they are created with this role.
  • Permissions : Features of the application that the user with this role will be able to use.

Permissions Detail

  • Dashboard : Accessing the dashboard
  • Documents : Access to Document Navigation
  • Leaderboard : Access to the leaderboard area and the drop zone
  • Administration : Required for access to the administration area. Checking only this role displays the “Administration” menu. Each of the subsections of the administration has a corresponding permission
  • Manage users in a group: Allows you to assign users to a group
  • Manage an administrator account: allows you to edit user accounts with the “Administrator” and “Functional Administrator” roles
  • Dynamic Link Administration : Allows you to provide access to the dynamic link settings screen
  • Consultation of the links: Allows you to view links in the search screen, document tree, and document preview screen
  • Dynamic Link Tracking: Allows you to show/hide the batch link tracking screen, including dynamic link information. To access this feature, simply:
    • Click on Administration
    • Click on Roles
    • Click Add Role
    • Do not select the Dynamic Link Tracking check box
    • Click on Validate
This role has no impact on being able to perform bindings manually. Being able to link is linked to a user’s “edit” permission on a folder. Only users with this new role will have a notification of the number of bindings to be made on their dashboards.