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GITBOOK-1059: Assign roles to a user in SR
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social-registry/functionality/administration/user-guide/assign-a-role-to-a-user.md
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# 📔 Assign a Role to a User | ||
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This document provides instructions to assign a role to a user in Social Registry module. | ||
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## Prerequisites | ||
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* The user must have access to the Social Registry module. | ||
* The user must have Administrator role. | ||
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Note: | ||
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Enable a debug mode, when you assign a role to a user. | ||
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## Procedure | ||
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1. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select _**Settings**_. | ||
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<figure><img src="../../../../.gitbook/assets/main-menu-sr.png" alt=""><figcaption></figcaption></figure> | ||
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2. Click the tab _**Users & Companies**_ and select _**Users**_. | ||
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<figure><img src="../../../../.gitbook/assets/user-companies-users.png" alt=""><figcaption></figcaption></figure> | ||
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The _**Users**_ screen is displayed. | ||
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3. Click the _**User**_ to assign a role in the Users list. | ||
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For example, here Demo user is selected to assign a role. | ||
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<figure><img src="../../../../.gitbook/assets/user-list-sr (1).png" alt=""><figcaption></figcaption></figure> | ||
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The Demo user screen is displayed | ||
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4. Click the _**Access Rights**_ tab. | ||
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<figure><img src="../../../../.gitbook/assets/access-rights-sr.png" alt=""><figcaption></figcaption></figure> | ||
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The following list of fields includes descriptions of each that must be filled out to assign a role and provide relevant access to the user. | ||
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<table><thead><tr><th width="218"></th><th></th></tr></thead><tbody><tr><td>USER TYPE</td><td></td></tr><tr><td>User types</td><td><p>Select the appropriate user types. The valid values are:</p><ul><li>Internal User</li><li>Portal</li><li>Public</li></ul></td></tr><tr><td>ACCOUNTING</td><td></td></tr><tr><td><ul><li>Invoicing </li><li>Bank</li></ul></td><td>Retain the default values.</td></tr><tr><td>WEBSITE</td><td></td></tr><tr><td>Website</td><td>Retain the default values.</td></tr><tr><td>ADMINISTRATION</td><td></td></tr><tr><td>Administration</td><td><p>Select the appropriate values. The valid values are:</p><ul><li>Access Rights</li><li>Settings</li></ul><p>Note:</p><p>The Settings option must be chosen from the drop-down only for the <em><strong>Administrator</strong></em> role.</p></td></tr><tr><td>OTHER</td><td></td></tr><tr><td><ul><li>Job Queue </li><li>Dashboard</li></ul></td><td>Retain the default values.</td></tr><tr><td>OPENG2P MODULE ACCESS</td><td></td></tr><tr><td>Administrator</td><td>Check the box, if the user needs to be assigned as a <em><strong>Administrator</strong></em> role.</td></tr><tr><td>Registrar</td><td>Check the box, if the user needs to be assigned as a <em><strong>Registrar</strong></em> role.</td></tr><tr><td>OPENG2P SECURITY MODULE</td><td></td></tr><tr><td>Crypto Admin</td><td>When the user installs the <em><strong>Security</strong></em> module, the <em><strong>Crypto Admin</strong></em> option is checked as needed.</td></tr><tr><td>Crypto Dummy</td><td>When the user installs the <em><strong>Security</strong></em> module, the <em><strong>Crypto Dummy</strong></em> option is checked as needed.</td></tr><tr><td>OPENG2P DOCUMENTS MODULE</td><td></td></tr><tr><td>Document Admin</td><td>When the user installs the <em><strong>Documents</strong></em> module, the <em><strong>Document Admin</strong></em> option is checked as needed.</td></tr><tr><td>Document Write</td><td>When the user installs the <em><strong>Documents</strong></em> module, the <em><strong>Document Write</strong></em> option is checked as needed.</td></tr><tr><td>Document Read</td><td>When the user installs the <em><strong>Document</strong></em> module, the <em><strong>Document Read</strong></em> option is checked as needed.</td></tr><tr><td>OPENG2P REST API</td><td></td></tr><tr><td>Rest API GET</td><td>The <strong>Rest API GET</strong> option is checked, if the authenticated/authorised user accesses the OpenG2P Rest API as needed.</td></tr><tr><td>Rest API POST</td><td>The <em><strong>Rest API POST</strong></em> option is checked, if the authenticated/authorised user accesses the OpenG2P Rest API as needed.</td></tr><tr><td>TECHNICAL</td><td><p>The options listed below this section are out-of-the-box Odoo options.</p><p>Select the appropriate options from the list as needed.</p><p></p><p>Note:</p><p>Mostly the options <em><strong>Access to export feature</strong></em> and <em><strong>Mail Template Editor</strong></em> are checked.</p></td></tr><tr><td>FASTAPI</td><td>The options listed below this section are checked only for the authenticated/authorised user who has access to the <em><strong>FAST API</strong></em> as needed.</td></tr><tr><td>EXTRA RIGHTS</td><td><p>The options listed below this section are checked for the user who needs access to extra options.</p><p></p><p>Note:</p><p>Mostly the option <em><strong>Contact Creation</strong></em> is checked.</p></td></tr><tr><td>OTHER</td><td><p>The options listed below this section are checked for the user who needs access to other options.</p><p></p><p>Note:</p><p>Mostly the option <strong>Bypass HTML Field Sanitize</strong> is checked.</p></td></tr></tbody></table> | ||
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| Icon | Click to | | ||
| -------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | ||
| <img src="../../../../.gitbook/assets/Actions.png" alt="" data-size="original"> | <p>Select the appropriate value. The available values are: </p><ul><li>Archive</li><li>Duplicate</li><li>Change Password</li><li>Disable two-factor authentication</li><li>Send Password Reset Instructions</li><li>Privacy Lookup</li></ul> | | ||
| <img src="../../../../.gitbook/assets/icon-save-manually.png" alt="" data-size="original"> | Save the data and exit from the screen. | | ||
| <img src="../../../../.gitbook/assets/discard-changes-icon.png" alt="" data-size="original"> | Discard changes and exit from the screen. | | ||
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Now that the Administrator has granted access permissions in Settings, the user can utilise the module as intended. |
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