Roles and Permissions
This section describes how to assign roles and permissions for the Web UI.
OverviewDescribes the recommended approach for assigning roles and permissions.
Configuring Roles and PermissionsDescribes the steps to set up permissions in the Web UI.
Troubleshooting Permissions in the Web UIProvides tips for identifying the cause of unexpected behavior when accessing a page.
Overview
Before configuring roles and permissions, make sure that you have clearly defined real-world roles for system users. Next, map your real-world roles and their associated permissions to the functionality available in the Web UI. This will help when it comes to the actual configuration setup in PRECISION.
Example: In an organization, one group of users performs manual shipments. These users are identified as desktop shipping users, and therefore have a DTS role. This role grants them access to desktop shipping and inquiry functionality in the system. A second set of users work in the mail room. They need to use workflow and have the ability to modify and void shipments, as well as create EOD batches. The SHIPPING role best describes their role. Finally, there is a small group of admin users who need to be able to modify the system setup. The ADMIN role defines the actions they need to perform.