Roles and WorkGroups

Tags: Help, Administration, Roles, Workgroup, Definitions

Note: This page has been replaced. Please continue to the updated and extended help page at https://help.excelwraps.com/support/online-help/help-users-and-roles/.

Roles are basically a set of permissions that define how you can use the ExcelWraps site. Here are typical user roles - shop floor operatives, mechanical workers, electrical workers, supervisors, managers, clients and suppliers. Roles give you access to different parts of the site and blocks irrelevant content keeping the site compact and easy to navigate. A user can have any number of roles e.g. you may be both a shop floor worker and an electrical worker. 

WORKGROUPS - Users may be placed into a Workgroup which defines separate business areas.

  • User management of workgroups can be devolved to the role of 'AdminWorkgroup'. AdminWorkgroup can manage users in their own workgroup (add new users, disable users, assign roles). AdminTenant releases particular roles into a workgroup to limit the roles available to AdminWorkgroup. In the context of competence management it makes more sense for a local AdminWorkgroup to be responsible for user management rather than a remote AdminTenant.
  • Access to Content - Think of a WorkGroup as a ring fence around a set of users. If you are in a WorkGroup you can only see things within the WorkGroup and not outside of it. A WorkGroup restricts access to a single business area, it can be set to 'none' if you do not wish to set any WorkGroup restrictions.

Example use of roles and workgroups to control access to content.

SITE WIDE ROLES
SITE ADMIN ROLE

Administrator & AdminTenant - Unrestricted access to all content.
USER STATE ROLE

Anonymous (not logged in) or Authenticated (logged in with User role permissions).
CONTENT CREATION ROLE

Editor - Can author, publish and edit his own and others' content items.
Author - Can author, publish and edit his own content items.
Contributor - Can author and edit his own content items, but not publish them (save draft only).
Moderator - Can moderate comments and tags only. No authoring permissions.
Owner - a special Wrap role dynamically allocated if you created the instance you are accessing.

WORKGROUPS USED WITH ROLES
  Everyone Bogie Overhaul Supplier Wheel Overhaul Supplier Motor Overhaul Supplier Air and Brake  Overhaul Supplier Assembly and Vehicle Overhaul Team
WORKGROUP  None BOS WOS MOS AaBOS AVOT
HIERARCHIAL ROLE:            
  Staff ✓ ✓ ✓ ✓ ✓ ✓
  Team Leader ✓ ✓ ✓ ✓ ✓ ✓
  Supervisor ✓ ✓ ✓ ✓ ✓ ✓
  Manager ✓ ✓ ✓ ✓ ✓ ✓
  Executive ✓ ✓ ✓ ✓ ✓ ✓

COMPETENCE ROLE:		            
  Welder ✓ ✓ ✓ ✓ ✓ ✓
  Gearbox specialist ✓ ✓ ✓ ✓ ✓ ✓
  Bearing Specialist ✓ ✓ ✓ ✓ ✓ ✓
  Motor Specialist ✓ ✓ ✓ ✓ ✓ ✓
  MPI Specialist ✓ ✓ ✓ ✓ ✓ ✓

WORKGROUP ADMIN ROLE:		            
  AdminWorkgroup   ✓ ✓ ✓ ✓ ✓

 
✓ indicates switches to set Wrap Groups Permissions which include general permissions which are applied to all content items and own content permissions (content that the logged in user has created).

General permissions: View, Edit, Create and Delete. 
Own content permissions: View Own, Edit Own, Create Private and Delete Own.
E.g. permissions can be set so that content items can be edited if you created it but not if you did not.