Understanding Custom and Default Roles

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Description

This quick guide provides a detailed overview of the custom and default roles contained within the Roles and Permissions module in Curve Hero.

About

Roles contain permissions that specify which features a user can access and which tasks can be performed in both Curve Hero and Curve GRO. It is important to verify that each user is assigned to the correct role as this will ensure that they have access to only those features that are required for their position.

Note

For a list of all available permissions in Curve Hero and Curve GRO, refer to the quick guide, Understanding Curve Hero and Curve GRO Access Permissions.

Contents

• Section 1 - Accessing and Understanding Default Roles

• Section 2 - Default Roles

• Section 3 - Custom Roles

Steps

Section 1 - Accessing and Understanding Default Roles

1. In the Sidekick, click the More menu, then click Administration within the drop-down list.





2. In the Administration menu, within the User management drop-down list, click Roles and permissions.





3. The Roles and Permissions module includes two types of roles:
   1. Default roles - These roles are automatically generated by Curve Hero and include the permissions typically required for each role. The Curve Dental icon precedes all default roles.
   
   Note: Default roles cannot be deleted or modified. These roles are intended to function as standard options such that when selected, will always include the same information.
   
   
   2. Custom roles - These roles can be customized to include the required permissions. Custom roles can be edited or deleted as required.
   
   
   

Section 2 - Default Roles

Within the More Options menu of each default role, there are four options:

• View permissions - Displays the permissions attached to the role.
• Users assigned - Lists the active users assigned to the role.
• Make role unavailable - Provides the option to change the status of the role to unavailable.
• Duplicate - Creates a copy of the role, including all attached permissions.

1. There are two ways to view the permissions. The first option is to click View permissions within the More Options menu. The View Permissions module displays the following information:
1. Role type - Indicates that the role cannot be modified as it is a default role.


2. 
   Role description - Includes a description of the role.





3. Permissions list - Displays the permission(s) attached to the role.



4. The other option to view the the roles is to click Users assigned within the More Options menu. This displays the Active assigned users dialog box.

Note: For instructions regarding how to assign a role to a user, refer to the quick guide, Updating the Roles Assigned to a User in the User Directory Module.






Option 3 - Make role unavailable

1. After clicking Make role unavailable within the More Options menu, the Make role unavailable dialog box displays.





2. To change the status of the role to unavailable, click the Yes button.

Note: The role will be removed from all users linked to the role.





Option 4 - Duplicate

1. Clicking Duplicate within the More Options menu displays the Duplicate role dialog box.





2. To create a duplicate role, enter the name of the role in the Name field.

Note: Unique names are required. If a name exists, an error will display.





3. Click the Save button.





Section 2 - Custom Roles


Within the More Options menu of each custom role, there are five options:

1. Users assigned
2. Make role unavailable
3. Edit
4. Duplicate
5. Delete




Option 3 - Edit

1. Clicking Edit allows you to update the Role name, description, and permissions list.



Option 5 - Delete



1. After clicking Delete, the confirmation dialog box displays.





2. Click Delete to confirm. This removes the role from all linked users.