A security role is a permission given to users who require certain access or limits to what they can do.
A Security Role is a collection of permissions. These Roles will determine what access and functionality a user can perform. If a user has permissions to create another user, he is allowed to grant that user only those roles/permissions that he has access to (See the General Access Rule in Chapter 1). There are four standard Security Roles which MarginPoint provides. They are the following:
- Inventory Consumer – Permissions to allow a user to login into a Point of Use (POU) device and perform an issue transaction.
- Inventory Technician – Permissions which allow a user to perform administrative transactions and functions on a POU device with a MarginPoint Controller (Secure or Select Machines only).
- Company Administrator –This role allows a user to perform all Administrative functions on the MarginPoint 8 website. This includes Item, User, Company, Analytical and POU Management.
- Mobile Application – This role allows users to login and use the MarginPoint Mobile App. The Mobile App itself can be used to perform transactions on a mobile storeroom and Safety Express.
4.1 Creating Security Roles
1. At the far left of the home screen, click the Company tab to display the company navigation tree.
2. Click the organization in the company tree to which security role will be assigned.
3. Click Administration in the drop-down.
4. Click User Option in the drop-down.
5. Click New Security Role in the Security Roles box on the ribbon bar.
6. Type a name for the new role in the Role Name field.
7. A brief description of the security role can be entered in the Description field, but is not required.
8. Click a category that users assigned this security role will use to open a list of specific tasks.
9. Check each task to grant permission for that task. Uncheck to deny permission. A yellow star indicates there are additional security privileges below the selected privilege.
10. When all desired security privileges in the current category has been selected, scroll down and select another category if required.
11. When all desired security privileges have been selected, click Save to save the security role.