Setting Roles and Permissions

The Role types screen allows you to define which parts of IrisBG each user can access or modify.
In this guide, you’ll learn how to add new roles and assign permissions.

💡TIP! All users assigned to the same role (as defined in the User accounts screen) share the same permissions.
When a role is updated, the changes automatically apply to every user with that role.

IrisBG includes several predefined roles that you can adjust or expand as needed.

The following is for IrisBG version 4.4.7.22081 and later.

❗ If you are using an earlier version of IrisBG, skip to the section below.

1. In the Authorization group of the Navigation Panel, click Role types.
2. Click Clear Screen in the toolbar to prepare for a new role entry.
3. In Role name, enter a descriptive name for the role.
   Optionally, add details in the Description field.
4. Ensure your new role is selected — it will be highlighted in blue.
   The Role name and Description appear in the yellow box on the right.

5. Click Add authorization to display the Screen and Access level drop-down lists.

6. From the Screen drop-down, select the part of the system to which you want to assign permissions. 

7. From the Access level drop-down, choose the appropriate permission level.

8. Repeat steps 5-7 tto add additional permissions.

9. Click Save when done.

For versions before 4.4.7.22081

1. In the Authorization group, click on the Role types screen.
   
2. Click Add item to add a new role.
3. Enter a Role name and an optional Description.
4. Make sure your new role is selected (indicated by the black arrow on the left).
   
5. Click Add subitem to add a new permission line.
6. From the System module drop-down, select the screen you wish to grant access to
   
7. From the Access level drop-down, chose the desired permission, most commonly View or Update.
   
8. Repeat 5-7 to add a new permission.
9. Click Save when done.

💡TIP!  Use clear, consistent naming for your roles (e.g., Gardener, Collections Manager, GIS Editor) to make permissions easier to manage and review later.