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Roles Screen

Table of Contents

Last verified with: 10.8.6.0

Roles are configured in Setup / Users & Accounts / Users / Roles

Overview #

Roles define the permissions that users receive in LogiSense Billing. A role is built by assigning one or more role groups, and those role groups collectively determine what the role is allowed to access.

Once a role has been created, it can be assigned to users on the Users screen. If multiple role groups attached to the same role grant different access levels, the effective permissions are determined by the combined permissions of those role groups.

The system also includes core roles that are provided by default. These core roles are reserved and cannot be modified or deleted.

Note: In the event role groups assigned to a role have opposing settings (one role group grants read rights to a screen and another does not grant read rights to the screen) the role group that enables the permission will take precedence.

Prerequisites #

Role groups must already be configured before they can be assigned to a role.

Roles Panel #

The Roles panel on the left lists the configured roles. Select a role to view or edit its details in the panel on the right.

Actions #

IconDescription
Deletes the role if not in use
Adds a new role

Edit Role Panel #

The Edit Role panel displays the details for the selected role.

Fields #

  • Name: Identifies the role.
  • Type: Determines whether the role is used for Application access or API access. The role groups assigned to the role must match this type.
  • SCIM Role: Indicates that the role is managed through SCIM-based provisioning. These roles are typically created through identity-provider integration and have more limited direct maintenance on this screen.

Role Groups Tab #

The Role Groups tab is used to assign or remove role groups for the selected role.

Use the Role Groups selection field to choose one or more available role groups, then click Add to attach them to the role. Only role groups that match the selected role type are available for selection.

The list on this tab shows the role groups currently assigned to the role. Removing a role group from the list removes its permissions from the role.

References Tab #

The References tab shows where the selected role is being used elsewhere in the system. This is helpful when reviewing the impact of a change or determining whether the role can be deleted.

Guides #

Adding Roles #

  1. In the Roles panel, click Add.
  2. Enter the Name for the new role.
  3. Select the Type.
  4. Open the Role Groups tab.
  5. Select one or more role groups and click Add.
  6. Click Save.

Editing Roles #

  1. In the Roles panel, select the role you want to update.
  2. Update the Name, if needed.
  3. Open the Role Groups tab to add or remove role groups.
  4. Click Save.

Deleting Roles #

  1. In the Roles panel, select the role you want to delete.
  2. Review the References tab to confirm the role is not in use.
  3. Click Delete.
  4. In the confirmation dialog, click Yes.

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