One of the features of foreflow is the ability to create robust Role-based permissions. The ability to create roles is a permissions-based option in the main foreflow menu reserved for administrators.
This Role-based permissions framework can be applied to both categories and objects. The category-based permissions cover all created objects within a given category. The object-based permissions apply to specific created category objects.
To create a role, go to the Roles page from the main menu and click the Add Role button. This opens an Add Role dialog box where you can provide a Title for your role. When you click the Save button your role will appear in the Title list with the ability to Edit or Delete the Roles you have created.
Clicking the Edit Details icon, represented by a pencil, will take you to a page with 2 panes giving you the capability to change Role Properties, and add specific Users. After altering any values or adding users to the role, click the Update Role button to accept the updates to the Role. An alert will appear confirming that your Role has been updated.
To change the Role Properties, a list of properties to be set is displayed in the first Role Properties pane. Change the Value of that property and Update the Role.
You can add users to your role by simply typing the name in the search box. As you begin to type Users that correspond to your text pattern, matched Users appear from which you can select using your arrows and hitting enter. Once a user is selected they appear in a list of associated users beneath the search box. Clicking the X beside the associated User will remove that user from the Role-associated Users list.
Once the Users list has been finalized, click the Update Role button to accept the updates to the Role. An alert will appear confirming that your Role has been updated.
Clicking the Edit Permissions icon, represented by a lock, will take you to the Update Permissions page. This page allows you to update the permissions for the selected role.
Once you've selected the permissions for the role click the "Save" button to persist updates.
The first panel shows the list of available entities and icons to represent the current permissions for each entity. Clicking on an entity will display one or two additional panels depending on the available permissions for that entity.
The second panel displays the available permissions for the selected entity.
Example: If you selected (clicked) the Tables entity on the first panel, you would then see four permissions listed in the second panel; Create, See, Edit, and Remove.
Clicking on any of the available permissions toggles that permission for the current role.
The thrid panel displays the available specific permissions for the selected entity. An Add button displays a pop-up to select a specific entity to modify permissions. Once you've choosen a spcecific entity and added it to the Specific Permissions panel you can select (click) on that entity to modify permissions for that specific entity.
Example: If you had a Table named 'customers' and selected it you would see six permissions: See, Edit, Remove, Add Records, Update Records, and Remove Records.