Roles

Once the Role header has been completed, the Role must have their Permissions, also known as Securables, defined.

Permissions/Securables set against the Role control the access of the User Accounts assigned with the Role to areas of MRI Evolution and what actions they can carry out within those areas.

Permissions are organised by function or system entity into Securable Groups. MRI Evolution's suite of web services have their own set of Securables within the relevant Securable Groups.

Roles > Roles - Permissions

From the drop downs select the required Securable Group and where applicable the Database, check the appropriate boxes to reflect the desired Permissions for the User Accounts assigned with the Role within MRI Evolution. Users will inherit the Securables defined against the assigned Role when logging in.

Securables need to be set for each Securable Group in turn.

A Permission can be set to allow or deny a User Account as follows:

• Create: Inserting new records
• Read: Viewing data, but not changing it
• Update: Editing existing records
• Delete: Removing records
• Allow: A specified Action is allowed or denied, such as "Change Asset Status"

All Permissions have three toggle-able settings, in the following sequence:

• Checked : The option is available to the Role's associated Users, unless overridden by the same Permission set to Crossed for a specific User
• Crossed : The option is denied and not available to the Role's associated Users, even if it has been set as Checked for a specific User
• Blank : The option is not available to the Role's associated Users, unless overridden by the same Permission set to Checked for a specific User

Setting Securables within a Securable Group

Clicking the Securable hyperlink, highlighted below, will toggle every Securable in the Securable Group to the next setting in the sequence.

Clicking a column heading, such as the Create hyperlink below, will toggle every Create Securable in the Securable Group to the next setting in the sequence.

Clicking a row heading, such as the "Asset Assignment" hyperlink below, will toggle every Securable in the row to the next setting in the sequence.

Clicking an individual Securable box, such as the Update below, will toggle the value to the next setting in the sequence.

Clicking the Assign All Permissions toolbar button will check every Securable in every Securable Group - It may not be advisable to use this since it grants full access to every area of MRI Evolution.

Note: MRI Evolution takes into account all Permissions defined for a User. These could be set directly against their User Account or inherited from any Roles assigned to their account.

 

Additional Icons	Name	Description
	Copy	Available from 6.1.2.0 Click to make a copy of the existing Role. All Role configuration information will be copied with the exception of the assignment of Roles to Accounts.
	Assign All Permissions	Checks all Account Permissions for every Securable Group. Available from 5.7.0.0 The user will be prompted to confirm they want to do this prior to assigning all Permissions: "Are you sure you want to apply all Permissions to this Account or Role?"
	Roll Permissions Report	Click to run the AC-002 Roles Permissions report for the current Role record.

A Role can also be assigned to other Entities and Modules within MRI Evolution. Not all Assignments will be available, as some are dependant the Module being purchased.

The Role can be connected to:

Assignment	Function
Role Assign Accounts	Allows Assignment to available User Accounts.
Assign Document Repositories	Allows Assignment to available Document Repositories.
Sales Invoicing Ranges	Allows Assignment to Sales Invoicing Authorisation Ranges - Sales Invoicing Module specific.
Sales Credit Ranges	Allows Assignment to Sales Credit Authorisation Ranges - Sales Invoicing Module specific.
Task Ranges	Allows Assignment to Task Authorisation Ranges - if Task Authorisation Preferences have not been set to "Ranges applied to Contracts for Tasks" this will allow the assignment of Generic Task Authorisation Ranges.
Purchase Order Ranges	Allows Assignment to Purchase Order Authorisation Ranges- Purchase Order Module specific.
Quotes Ranges	Allows Assignment to Quotes Authorisation Ranges - Quotes Module specific.
Bookable Buildings	Allows Assignment to Bookable Buildings - Buildings that contain Locations that can be booked via the Facilities Booking Module
Resource Planner Colours	Allows Assignment to Resource Planner Colour Sets.
Published Concept Reports	Allows Assignment to Published Concept Reports.
Published Crystal Reports	Allows Assignment to Published Crystal Reports - Crystal Connect Module specific.
Task Event Types	Allows Assignment to Task Event Types.
Level Of Completion	Allows Assignment to Task Levels of Completion.
Quote Review Criteria	Allows Assignment to Cost Centres for Quotes Review Criteria - Quotes Module specific.
Published Buildings	Allows Assignment to Published Buildings - Evolution Connect specific
Published Attribute Groups	Allows Assignment to Published Attribute Groups
Published Suppliers	Allows Assignment to specific Suppliers - Evolution Connect specific
Menu Permissions	Allows Assignment to Evolution Reach Menu - Evolution Reach specific, check the menu boxes to allow the User access to the relevant Evolution Reach pages.
Bookable Locations	Allows Assignment to Bookable Locations - Evolution Reach specific, assign Users access to the Locations where Facilities Bookings can be made through Evolution Reach.
Standalone Widgets	Allows Assignment to Standalone Widgets - Evolution Reach specific