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

The following topics are covered in this guide: 

• Section 1 - Accessing and Introduction
• Section 2 - Default Roles
• Section 3 - Custom Roles

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Steps

Section 1 - Accessing and Introduction

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: 

1. View permissions - Displays the permissions attached to the role.


2. Users assigned - Lists the active users assigned to the role.


3. Make role unavailable - Provides the option to change the status of the role to unavailable.


4. Duplicate - Creates a copy of the role, including all attached permissions.




Option 1 - View permissions


After clicking 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.





Option 2 - Users assigned
1. Clicking Users assigned within the More Options menu displays the Active assigned users dialog box which displays a list of the active user(s) assigned to the role.

Note: For instructions regarding how to assign a role to a user, refer to the quick guide, Assigning a Role to a User.





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, within the Name field, enter the name of the role.

Note: When duplicating a role, a unique name must be entered. If a role with the same name exists, an error message will display.





3. In the Description field, enter a description for the role.

Note: It is recommended to include a role description so as to provide clarity as to which permissions are required for the role.





4. Click the Save button.

Section 3 - Custom Roles

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

1. Users assigned - Lists the active users assigned to the role.


2. Make role unavailable - Provides the option to change the role status to unavailable.


3. Edit - Provides the ability to update the role description and permissions assigned to the role.


4. Duplicate - Creates a copy of the role, including all associated permissions.


5. Delete - Deletes the role.




Option 1 - Users assigned


1. Clicking Users assigned within the More Options menu displays the Active assigned users dialog box which displays a list of the active user(s) assigned to the role.

Note: For instructions regarding how to assign a role to a user, refer to the quick guide, Assigning a Role to a User.





Option 2 - Make role unavailable

Note: It is recommended to keep the default roles available so they can be utilized, duplicated or assigned to a user if needed.


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 3 - Edit


Clicking Edit within the More Options menu opens the Edit Role and Permissions module which provides the ability to update the following items:



1. Role name - Modify the name of the role.





2. Role description - Edit the description of the role.





3. Permissions list - Add or remove a permission from 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, within the Name field, enter the name of the role.

Note: When duplicating a role, a unique name must be entered. If a role with the same name exists, an error message will display.





3. In the Description field, enter a description for the role.

Note: It is recommended to include a role description so as to provide clarity as to which permissions are required for the role.





4. Click the Save button.





Option 5 - Delete

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





2. To permanently delete the role, click the Delete button.

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