Create or update user role

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:



  1. Firstly, navigate to the Admin menu and select the "Role" option.
  2. 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.
  3. Enter a name for the new role.
  4. Thereafter, select the necessary features that the user role will require. It is crucial to include:
    1. Access to Spreadsheet Layer: This grants the user permission to access the spreadsheet layer.
    2. Refresh Linked Values: This allows the user to update linked values from the spreadsheet to the document.
  5. 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:
  1. To begin, navigate to the Admin menu and select the "Role" option.
  2. 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.
  3. Ensure that the checkboxes for "Access to Spreadsheet Layer" and "Refresh Linked Values" are marked from the available features.
  4. 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.

    • Related Articles

    • Create user role

      A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...
    • Create user

      A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...
    • Edit user role

      In case you would like to modify the user role, you can change them by following the provided steps below. Admin >> Role >> Edit >> Submit Click on the “Admin” menu at the right top of your screen then select "Role" to access and view the details of ...
    • User Management

      Effective user management is essential for data security and collaborative efficiency. Owners and administrators play a vital role in assigning access rights, ensuring data protection while enabling seamless teamwork. Please follow the provided steps ...
    • Assign or Unassign user

      In a collaborative environment, managing access to various parts of a document is essential. The application allows you to assign users to specific sections, ensuring they only access relevant portions of the document. You can assign or unassign ...
    • Popular Articles

    • Sign in to the Rainbow application

      You can log in to the Rainbow application with the credentials (registered email address and password) shared by us. To access the login page, use the following URL: rainbow.datatracks.com Enter your registered email address and password. Click on ...
    • Create entity

      An "Entity" is a term used to describe a company that's required to create and submit periodic reports to regulatory authorities in iXBRL format. It's important to note that a single firm can have multiple entities under its umbrella. To uniquely ...
    • Create user

      A "User" refers to a specifically identified individual who plays a role in preparing, reviewing, and filing documents. Follow the provided steps below to create a user. Admin >> User >> Add >> Submit Hover the mouse over the “Admin” menu at the top ...
    • Edit user

      In case you would like to modify the user details, you can change them by following the provided steps below. Admin >> User >> Edit >> Submit. 1. Hover the mouse over the “Admin” menu at the top right of your screen then select "User" to access and ...
    • Create user role

      A "user role" is a defined set of permissions and privileges assigned to a user within the application. These roles are created to determine what actions a user can perform, what information they can access, and what functions they can execute within ...
    • Recent Articles

    • Direct Filing

      Direct Filing Option is available that simplifies the submission process of Edgar HTML and XBRL/iXBRL for various form types. Below are the outlined steps required to initiate and complete the Direct Filing process seamlessly. First step is to choose ...
    • Unable to create return

      The error you are experiencing may be due to the expiration of HMRC’s Authorization (OAuth token). By following the steps outlined below, you will be able to reauthorize and continue with your submission. Steps to Revoke Authorization and Reauthorize ...
    • Download document for offline review

      Once document is ready, you have the flexibility to download it offline in multiple formats such as HTML, PDF, or Word, depending on your needs. Follow the provided steps below. 1. In the Document Process screen, begin by choosing the required entity ...
    • Create or Extend dimension

      Dimensions are applied in combination with an element to add a precise description to the value tagged in financial reporting. By using dimensions, you can specify various attributes of a financial fact, such as the product type, geographic region, ...
    • Build calculation

      In the Presentation Tree Role, constructing and managing calculations is crucial for maintaining the accuracy of your financial data. This guide will lead you through the steps to create, update, and manage these calculations, ensuring that your data ...