Role templates let you define a set of access rights once and reuse them across multiple users. They're available when setting up end users and when setting up accountants.
Briox ships with a few standard role templates, but you can also create your own. Once a role is defined, applying it to a new user or accountant is a single click.
Contents
Create a role from an existing user's rights
Who can create role templates
- The system administrator can create roles for all users and all programs.
- The application administrator can create roles for all user types but only within the application they are administrator for.
Create a role template:
- Go to Admin - Role templates
- Click on Add new role
- Select if the role is for a User or an Accountant
- Give the role a Name and a Description
- Assign modules and rights within the various modules that belong to your package
- Determine whether the user is a user or an administrator for each module
- Determine if the user is a system administrator.
- Save.
If you want the role you have just created to appear at the top of the role list, set it as default with the help of the toggle in the top right hand corner.
Create a role from an existing user's rights
f a user already has the combination of rights you would like to reuse for other users, you can promote those rights into a reusable role template in one step — no need to recreate them by hand.
Where: Admin → Manage Users, click the user, then Access Rights → Create role from this user.
A role-template editor opens on top of the user-edit modal, pre-filled with that user's current rights (modules, sub-rights, admin/position rights, access rights). Give the role a name and save — it's now available under Admin → Role templates and ready to assign to other users.
Cancelling closes only the role editor; the user-edit modal stays open with all its values intact, so nothing is lost.
Note: The Create role from this user button is visible only to System Administrator and Program Administrator users.
Update a role template
Important:
-
End-user roles are applied only at the moment a user is created or given the role. Updating a role template later does not retroactively change the rights of users who
- To change an existing user's rights, edit the user directly.
Apply roles to accountants
Read more about the default roles for accountants and how accountants and their rights can be mass managed.
Where: Admin → Manage accountants.