Vehicle Fleet Manager 5.0
User's Guide
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  (c) Vinity Soft Inc., 2023

Modifying A User's Roles

 
To modify the roles of a user, access the user management window by clicking on the "Security" tab then on the "Users" button:
 
Then, double click the user for whom you want to modify the roles. For this example, we will use the user "Ben Stevenson":
 
The user form will open. Click on the "Roles/Permissions" tab:
 
 
Modifying A User's Roles
1

Set as "Superuser"

1. Set as "Superuser"
You can define the user as a "Superuser". Just like the special user 'admin', the users "Superuser" have access to all the functionalities of the software.
2

Allow this user to see ALL groups

2. Allow this user to see ALL groups
When this option is selected, the user has access to the vehicles and contacts of all groups. When it is not selected, the user has access only to vehicles and contacts belonging to the groups assigned to him. User roles still apply. See the article on how to manage groups for details.
3

Apply a Template

3. Apply a Template
Use this button to choose a role template to apply to the user. See this article for more details on creating role templates.
4

Overwrite an Existing Template

4. Overwrite an Existing Template
Use this button to overwrite an existing role template with the roles currently selected in the list of roles.
5

Save as New Template

5. Save as New Template
Use this button to save the list of currently selected roles as a new role template. You will be able to reuse this role template for another user later.
6

Search Role

6. Search Role
Use this box to search for a role in the list of roles.
7

List of Roles

7. List of Roles
This list contains all available roles, grouped by role type. In the example, we can see the role type "Comment Entries". This list contains the following columns:
  • Active : Indicates if the role is currently active for the current user.
  • Action : Specifies the action controlled by this role. The most common role actions are:
  • "Can See Grid" : Indicates whether the user can display the list or grid containing the data related to the type of roles.
  • "Can See Details" : Indicates if the user can display the detailed form of the type of roles (in this case, a "Comment" form)
  • "Can Create" : Indicates whether the user can create this type of item.
  • "Can Edit" : Indicates whether the user can edit this type of item.
  • "Can Delete" : Indicates whether the user can delete this type of item.
  • Description : Where necessary, provide more detail on the function of the role.
 
 
Once you have finished configuring the user roles, press the "Save & Close" button to save and close the user form:
 
The new roles will take effect the next time the user launches a session.