Create or update user role
Proper role assignment enables users to access necessary tools and functionalities, thereby enhancing productivity. This guide provides step-by-step instructions on how to set up and update user roles, focusing on granting access to the spreadsheet layer and related features.
Setting Up the User Role
Establishing user roles is essential to control access and permissions within the system. Follow these detailed steps to configure a new user role:
- Firstly, navigate to the Admin menu and select the "Role" option.
- Subsequently, click on the "Add" button to commence the process of creating a new role. Consequently, a form will appear at the bottom of the screen.
- Enter a name for the new role.
- Thereafter, select the necessary features that the user role will require. It is crucial to include:
- Access to Spreadsheet Layer: This grants the user permission to access the spreadsheet layer.
- Refresh Linked Values: This allows the user to update linked values from the spreadsheet to the document.
- Finally, once all the necessary features have been selected, click "Submit" to complete the creation of the new user role.
Updating an Existing User Role
If a user role has already been established but requires additional permissions, follow these steps to update it:
- To begin, navigate to the Admin menu and select the "Role" option.
- Next, choose the user role from the list or user the search function to filter the role and click the "Edit" icon on the right side.
- Ensure that the checkboxes for "Access to Spreadsheet Layer" and "Refresh Linked Values" are marked from the available features.
- Finally, click "Submit" to update the user role with the updated permissions.
By following these steps, you can effectively set up and manage user roles, ensuring that users have the necessary access to perform their tasks efficiently.
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