Security: Site Role

How to get there: Admin | Security | Site Role

From this screen, Site Roles are set up that define which sites a user can see within the system. This is particularly useful across multiple Branches where a user is to be set up so that they can only see the sites that they work at.

There could be a fictitious scenario where a cleaning company:

Has three branches: West Midlands, Staffordshire and Oxfordshire.

Each Branch has a variety of customer chains for whom they provide cleaning
Some companies such as ABC Retail and Fly-UK have sites across all three Branch geographies

The company wishes for their user to administer all ABC Retail sites within the West Midlands, Staffordshire and Oxfordshire (the three branches). They do not want their employee to see any of the Fly-UK (or other customer) sites across the Branches.

Using Site Roles, access to the user that is needed can be provided, whilst access to what they do not need
is prohibited.

Screen Layout and Fields

Code	Unique identifier of the Branch, Site Group or Site
Branch Name/Site Group/Site	Unique name of the Branch, Site Group or Site
Site Role - Name	Unique identifier for the site - a short name for it
Type	The type of Site Role for example Standard
Site Role - Description	A description of the site role (in a little more detail than the site role explaining what it is)

Screen Actions

Role Allocation/Site Role	Drop-down list that enables the user to switch between the two tabs within the Admin \| Security part of the site
Name/Description	Drop-down list that enables the user to select what they wish to search upon - either a partial name or a partial description
Starts With/Ends with/Contains/Exact Phrase	Drop-down list that enables the user to select the method of search being applied to the Name/Description
Search Text Box and Go Button	Enter the search term/partial search term and click on the Go button to start the search.
Information Icon	Click on the i Icon, next to the name of a Site Role to edit it
< Prev and Next >	Navigate backwards and forwards through the various pages of Site Roles (if applicable)
Save	Save the Site Role
Refresh	Refresh the onscreen view
Copy Site Role	Copy the existing Site Role and bring it up in another screen so that it can be saved under another name as a copy
Delete	Delete the existing Site Role
>	Click to drill down into the next level of detail for example from Branch to Site Group or from Site Group to Site
Access	Tick the box to enable access to the Branch/Site Group/Site
Display Hierarchy from	Select Branch, Customer or Site from the drop-down list to determine what to view of the hierarchy
Search	Enter a search term
Go	Commence the search for the Branch, Customer or Site

Creating a Site Role

To create a Site Role:

Click Add Site Role
Enter a Name for the Site Role
Enter a Description
Select the Branches and/or Site Groups and/or Sites that the role will have access to - use the > to scroll through these. Tick the Access box to enable access for the Role.
Click the Save button

Copying a Site Role

To copy a Site Role:

Go to the Site Role that is to be copied
Click the Copy Site Role button - this will open a new window with the copied Site Role details in it
In the new Site Role window, modify the Name and Description as needed along with the Branches/Site Groups/Site access rights
Click the Save button