2.3.2. Manage Organization Roles and Privileges

These sections allow you to create various roles in the organization and to set restrictions on those roles. This adds security to the organization to ensure that users are only given to access to the areas they need.

[Important] Important

Organization Administrators cannot have any restrictions; they are given all access to all functions.

2.3.2.1. Manage Organization Roles

Within an organization, there can be many administrators and also many roles, which determine the access of a person who is a user of that organization. The administrator, in creating roles, can group the same kind of people together in one role and give them permissions in that role. This determines not only what they can and cannot do but also the information to which they do and do not have access.

OfficeClip has two pre-defined roles:

  • Administrator- This role cannot be restricted. An Organization Administrator will have access to all the resources in the organization-all the screens, all the data, etc.

  • All Users-All the users in an organization automatically belong to this role and the administrator can restrict privileges in this role but cannot delete it.

The administrator can create other roles based on the needs of the organization, such as a sales role in which he can put various users and assign privileges and restrictions based on what the users of that role need to do.

2.3.2.1.1. Manage User Roles

This screen allows for the management of individual roles. It also shows the names of the roles in the organization, a description, all the users within each role and, on the far right column, various icons that allow the administrator to manage user roles. These icons are based on the roles so that they can be edited according to the privileges each role has. The icon, which is visible in the All Users role, gives a list of the applications and their parts, to which a user can have access. Notice that the icons are different for each role. This is because in some cases certain actions cannot be performed against those roles, such as the Administrator role which cannot be deleted or have any restrictions assigned to it.

  1. Click Manage Organization Roles and Privileges listed under Organization Management. Click Manage User Roles.

  2. From here, roles can be added by clicking Add New Role.

  3. To delete a role, click the delete icon; to change the name of an existing role, click the rename icon and press Update after filling in desired name.

  4. To add or remove role privileges, click the Edit Role Privileges icon or click Manage Role Privileges.

  5. Select the Edit Role Users icon or Manage Organization Administrators to select users for particular roles.

2.3.2.1.2. Manage Organization Administrators

This screen allows the administrator to view the Available Users for Role and Users in Role by selecting the appropriate role from the Show Users for Role drop-down menu.

  1. Click Setup on the toolbar, then select Manage Organization Roles and Privileges listed under Organization Management. Click Manage Organization Administrators.

  2. You can easily move available users into a role, such as Administrator, by clicking on each user or holding down the Ctrl key to make multiple selections and clicking the > button.

  3. To remove users from a particular role, simply make the selections from the Users in Role box and click the < button. The selected user(s) will no longer belong to that role, but will always at least belong to the All Users role.

[Note] Note

At least one user in an organization must be in the Administrator role at all times.

2.3.2.1.3. Create a New Role

An organization can have multiple roles; all created by the administrator(s), and can be useful for separating and organizing projects and teams within your company. OfficeClip offers security through role privileges, which allow the administrator to select the applications and features of those applications that will be available to each role. You can access more information on this by clicking Manage Role Privileges.

  1. To create a new role, click Setup on the toolbar, and then click Manage Organization Roles and Privileges, under Organization Management. Click Create a New Role.

  2. Type a name for the new role into the field and enter a description in the text box (optional).

  3. Press Create when finished.

2.3.2.1.4. Manage Role Privileges

The administrator can give various privileges for each role within OfficeClip. This is a way to implement security in the applications, as each role will have access only to those applications and sources of information that are necessary for the users of that role to perform their assignments. Although users can be in multiple roles, the most restrictive role will take precedence. This enables the administrator to restrict a user without changing an existing role.

The administrator, for example, can give users in the All Users role access to Edit Content within the Contact Manager application by checking the box, but can deny the privilege to another role, such as Standard Employee, by selecting the role from the drop-down menu and un-checking the box next to Edit Content. In this scenario, no one who is a user of the Standard Employee role can edit content within the Contact Manager application, even though they are granted the access as users in the All Users role. The more restrictive role becomes the effective role.

  1. To set role privileges, click Setup on the toolbar, then Manage Organization Roles and Privileges, under Organization Management. Select Manage Role Privileges.

  2. Select a Role from the drop down menu.

  3. To give access to the selected role, check the box to the application task; to place a restriction to the selected role, un-check the box beside the task.

  4. Click Save when finished.

2.3.2.1.5. Manage Users for a Role

This screen allows the administrator to move users into various roles. For a step-by-step procedure on how to select or deselect users for particular roles in an organization, click Manage Organization Administrators.

2.3.2.2. Manage Organization Applications and Access

2.3.2.2.1. Manage Organization Applications

This feature gives the administrator control over what applications are visible on the screens in OfficeClip. For example, if a particular organization is not using the Document Sharing application, it can be blocked so that it does not appear on the users' screens. This is also useful for security purposes as it allows the administrator to block an organization's access to certain applications.

  1. To block an application, click Setup on the toolbar, then click Manage Organization Roles and Privileges, and finally click Manage Organization Applications under Manage Organization Applications and Access.

  2. Select the application you want to block.

  3. To un-block applications, reselect application.

  4. When the selections are complete, press Save.