About App Roles

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The App Roles configuration allows you to create application roles with required permissions and apply the role to application users and groups.

From the App Designer (Settings > Applications > App Designer), click the App Roles option (under General) to open the configuration:

eCASE application interface highlighting the App Roles section for user management.

The Manage app roles screen is shown below:

Manage app roles interface showing options for creating and editing roles and permissions.

Ref

Option

Description

A

App Roles List

All existing App Roles are listed here. You can use the (I) Filtering options to narrow down the listed roles. This list includes the following details:

  • Name: The name of the role

  • Description: A brief description of the role

  • Scope: The scope of the role (Folder, Case Type, or Application; see below for more details on each scope type)

  • Permissions: Permissions granted to the role

B

New

Create a new App Role

C

Edit

Edit a selected App Role from the App Roles List

D

Manage Users/Groups

Grant roles to various users/groups

E

Permissions

Manage the permissions granted with the selected App Role

F

Dashboard

Manage the dashboards available to a selected App Role

G

Delete

Delete a selected App Role

H

Show System Roles

Click to show System-generated roles. These cannot be edited or deleted, however Permissions can be viewed and managed for these system-generated roles:

Table displaying system roles, descriptions, scopes, and permissions for user management.

I

Filtering

Use the Case Types and Scope dropdown lists to filter the (A) App Roles listed below.

These options are described in the following sections in this chapter.