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Adding, Editing and Deleting Partner User Role

Owned by Deepankana Roy (Unlicensed)
Last updated: Feb 29, 2024 by Aparajita Basu Roy
2 min read

A Role is a set of rights and norms designed by an accredited person to access specific modules of  a particular system. It can be changed as per requirement of the system and its users. The user's role defines which particular modules of the HO Web are accessible to that particular user. This article describes how to manage partner users' Role in Ginesys HO Admin. 

You can Add, Edit, and Delete Partner User Roles from this article.


 Add Partner User Role

Prerequisites

  1. The users' role must have access to the Role feature by enabling Add app operation for the feature through Admin - Security- Partner - User.

Step-by-step guide

The steps are as follows:

  1. Go to Admin - Security - Partner - Roles. 
  2. List of Roles module opens.
  3. Click on Add button.
  4. Role window will open.
  5. Put in the Role Name (Mandatory Field) and Description.

  6. Partner can only access Shipment Tracking module. Select the forms of that module to give access to this particular user in the Available Module section.  

    Note: If you select the highest level of a module, then all the sub modules and forms of lower level of that module will be selected automatically. 

  7. Select the form level to get multiple app operations present in the Available Operation section.  
  8. Select the app operations you want to apply for the particular user (Add, Modify and Delete)
  9. Click on Save & Close button to save the role for the particular user. 
 Edit Partner User Role

Prerequisites

  1. The users' role must have access to the Role feature by enabling Modify app operation for the feature through Admin - Security- Partner.

Step-by-step guide

The steps are as follows:

  1. Go to Admin - Security - Partner - Roles. 
  2. List of Roles module opens.
  3. Double click on a user you want to edit.
  4. The Role window will open and all the previously created settings will be populated automatically. 
  5. You can edit all the settings as per your requirement.
  6. Click on Save & Close button to save the edited data. 
 Delete Partner User Role

Prerequisites

  1. The users' role must have access to the Role feature by enabling Delete app operation for the feature through Admin - Security- User.

    Note: Role cannot be deleted once it is tagged to a User. However it can be made Extinct.


Step-by-step guide

The steps are as follows:

  1. Go to Admin - Security - Partner - Roles. 
  2. List of Roles module opens.
  3. Select a role you want to delete.
  4. Click on Action > Delete.
  5. "Are you sure you want to delete current Record?" - this message will be displayed. 
  6. If you click on Yes, then the role will be deleted permanently and you will get a message - "Record deleted successfully".

To go back to the main page click on Managing Ginesys Partner in Ginesys ERP Admin