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Change a role's permissions

Task
Module
Administration
Menu path
Yönetim › Kullanıcı ve Roller › Roller (Administration › Users and Roles › Roles)
Screen route
/roles
Required permission
roles.edit

Steps​

  1. On the Yönetim › Kullanıcı ve Roller › Roller (Administration › Users and Roles › Roles) screen, click the role's name or select İşlemler › Düzenle (Actions › Edit) on the row.
    Open screen/rolesExpected: The role window opens on the Yetkiler (Permissions) tab; the tab shows the granted/total permission count
  2. Find the permission you are looking for with the Ara… (modül, sayfa ya da işlem) (Search… (module, page or action)) box (type a fragment without Turkish characters) or expand the tree with Tümünü Aç (Expand All).
    EnterAra… (modül, sayfa ya da işlem)Value: teklif
  3. To add a permission, check its box; to remove it, uncheck it. Permissions with a lock icon come from the template and cannot be removed.
    CheckSatış Teklifleri · Onayla
    Role — permission tree
    1. 1Granted / total permissions
    2. 2Search — module, page or action
    3. 3Module — ticks all at once
    4. 4Action — a single permission
    5. 5Permission not granted in this role
    6. 6Read Only — keeps only View permissions
  4. If you granted a new write permission, check on the Ekranlar (Screens) tab that the related screens are checked.
    OpenEkranlar
  5. Click Kaydet (Save).
    ClickKaydetExpected: The window closes; the İzin (Permissions) count in the list is updated
Result
All users who hold the role work with the new permissions immediately; signing in again is not required, and the menu of open sessions is refreshed. For checks that look at the role name, such as approval steps and document history, the user should refresh the page.

Narrow a template role​

In a predefined role (e.g. Satış Temsilcisi (Sales Representative)), the template's permissions are locked:

Template role — locked permissions
  1. 1Template the role is bound to
  2. 2Template permissions locked; add more or Copy to narrow

A request that tries to remove a locked permission is rejected: "'…' bir rol şablonu: şablonun N izni kaldırılamaz — bu izinler her sürüm güncellemesinde geri yüklenir. Daha dar bir yetki için rolü kopyalayıp yeni bir rol oluşturun." ('…' is a role template: the template's N permissions cannot be removed — these permissions are restored with every release upgrade. For narrower authorization, copy the role and create a new role.) What to do:

  1. Select the role's İşlemler › Kopyala (Actions › Copy) in the list.
  2. Name the new role, remove the permissions you do not want and click Rolü Oluştur (Create Role).
  3. Take the old role away from the users and give them the new one: Assign a role to a user.

The additional permissions you grant to a template role are preserved; the list shows a "Şablona +N izin" (+N permissions over template) badge. To revert the additional permissions, use Şablona Döndür (Revert to Template) in Rol Özellikleri (Role Properties).

What you need to know​

  • The change affects everyone who holds the role. If a single person needs an extra permission, grant an extra permission instead of changing the role.
  • A permission of a feature that is turned off appears with the "(özellik kapalı)" (feature off) note; it can be granted but has no effect until the feature is turned on.
  • The Yönetici (Administrator) role holds all permissions and cannot be changed ("Bu rol bütün izinleri taşır ve değiştirilemez." — This role holds all permissions and cannot be changed.).
  • The role name cannot be changed.