User Roles

User Roles

Roles are accessible to administrators under the administration entity group. Under user roles, the administrator can create and configure roles enforcing restrictions and then assign that role to a user.

There are a few default role types that exist which are:

• Database Administrator: Has access to all features of Helix DMS
• Customizer Admin: Has access to all features except Master Settings and cannot delete Entities with data in them.
• Customizer: Has access to customize entity forms, but cannot delete attributes with data in the and cannot delete entites with data in them. The customizer also does not have access to users, roles, or Master Settings.
• Contributor: Does not have access to the Administration module, but has access to modify records in all entities by default.
• Guest: Does not have access to any entities by default and will automatically be set to record ownership privacy.

The roles listed above are best treated as a base for creating custom roles for your users. By selecting one of the default roles, you have the ability to restrict or grant access for each entity in the DMS.

When a role is restricted with 'Owner Privacy' on a certain entity, they will only be able to view records that they have ownership of. A user has automatic ownership of records they create.

The Default View for a role is the view they will be taken to automatically when they log in.

Click here to view a screen capture the form used to edit roles.