Xenial Roles

The Roles editor of the Xenial Portal is used to manage the available roles that can be assigned to users.

  • A role is a collection of access and editing permissions for the Xenial Portal, Data Management and Xenial applications. The relationship between a user and a company, or between a user and a site, is defined by the assigned role of the user.

  • Roles are assigned through the Users editor of the Xenial Portal.

  • When a user logs into the Xenial Portal, the permissions for their assigned role are enforced.

  • When managing permissions for another user, a user may only manage permissions that they are also assigned.

To open the Roles editor:

  1. From the navigation menu on the right, select Xenial Home.

  2. From the navigation menu on the left, select User Management.

  3. From the User Management menu, select Roles.

From the homepage of the Roles editor:

Create a Custom Role

Xenial Portal User Management Roles

To create a custom Xenial role without predefined permissions:

  1. From the Roles screen, select Create Role.

  2. From the Start From field, select Custom Role.

  3. Select Create.

  4. On the Role Options screen, complete the following fields.

    • Role Name - Type a name for the role.

    • Description - (optional) Describe the function of the role.

  5. Define permissions for each Xenial component listed in the pane on the left. See Define Xenial Role Permissions.

  6. From the Save dropdown menu, select the desired option.

    • Save (blue button) - Save the record and remain on the current screen.

    • Save and Close - Save and close the record, and return to the Roles homepage.

    • Save and New - Save and close the record, and open a new record.

    • Save and Duplicate - Save and close the record, and open a new record where the field values of the previous record are duplicated.

Create a Role Based on a Template

Xenial Portal User Management Roles

To create a new role with predefined permissions based on an existing Xenial template:

  1. From the Roles screen, select Create Role.

  2. From the Start From field, select Xenial Template.

  3. From the Choose Template field, select the desired template. The available templates include:

    • XPOS Cashier

    • XPOS Unit Manager

    • XPOS Administrator

  4. Select Create.

  5. On the Role Options screen, complete the following fields.

    • Role Name - Type a name for the role.

    • Description - (optional) Describe the function of the role.

  6. Review the available permissions for each Xenial component listed in the pane on the left. Make adjustments as necessary. For more information, see Define Xenial Role Permissions.

  7. From the Save dropdown menu, select the desired option.

    • Save (blue button) - Save the record and remain on the current screen.

    • Save and Close - Save and close the record, and return to the Roles homepage.

    • Save and New - Save and close the record, and open a new record.

    • Save and Duplicate - Save and close the record, and open a new record where the field values of the previous record are duplicated.

Define Role Permissions

The following describes how to define permissions when creating a new Xenial role.

  1. From the menu pane on the left of the New Role screen, select the Xenial component. For example, to define permissions for the Xenial Portal, select Portal.

    • Next to each component in the left pane are two numbers in parentheses. The first number is the number of permissions that are currently enabled. The second number is the total number of permissions that exist for that component.

    • To search for a specific permission, type the permission name in the Search field located above the permission list.

    • The permissions for the selected component are displayed in the main area of the screen:

      • The permissions are categorized to make it easier to locate specific permissions.

      • A description of each category is displayed in the Description column.

      • Next to each permission category are two numbers in parentheses. The first number is the number of permissions that are currently enabled. The second number is the total number of permissions that exist in that category.

  2. Drill down/expand a category to view the subcategories and the individual permissions in that category (where applicable). A description of each subcategory and individual permission is displayed in the Description column.

  3. To enable a permission, set the Allowed toggle to Yes.

Notes about Roles

  • To undo the last operation, select Undo Last in the upper-right of the screen.

  • To enable ALL the permissions in a particular category, set the Allowed toggle to Yes next to the category name. When some, but not all permissions are enabled in a particular category, the toggle label is Varies.

  • To copy the defined permissions from another role, select Copy from Existing Role. Copy a particular section of permissions from a Xenial roles template or from an existing custom role.

  • Select the blue vertical ellipsis in the upper-right to access the following actions:

    • Expand All - Expand all the listed permission sections.

    • Collapse All - Collapse all the listed permission sections.

    • Enable All Permissions - Enable all the listed permissions.

    • Disable All - Disable all the listed permissions.

    • Enable View Only Access - Set all the listed permissions to "View Only".

Duplicate a Role

Opmerking

  • When duplicating a role, all permissions from the duplicated role are assigned to the new role.

  • The Administrator role cannot be duplicated.

Xenial Portal User Management Roles

To duplicate a Xenial role:

  1. From the Roles screen, select the role.

  2. From the Actions dropdown, select Duplicate.

  3. On the Role Options screen, complete the following fields.

    • Role Name - Type a name for the role.

    • Description - (optional) Describe the function of the role.

  4. Define Xenial Role Permissions.

  5. Select Save.