Roles are groupings of permission levels for the various
modules within the Inzant Sales system. Inzant supports multiple role levels to
enable custom security to be configured for different groups of users.
The Role Search screen will display a list of all the
existing roles within the Inzant Sales system. You can reach the Role Search
via the configuration screen, which is located in the sidebar menu.
The Role Search screen has the following main functions;
- Simple Search
- Results Table
The simple Role search allows you to perform a simple text
search on roles in the system. The text you enter will only perform a search on
the Role “Name” field. The Search will handle partial matches, so should be
very inclusive with the returned results.
The Results table will display all the roles that match the
search parameters as individual rows. The Name of the role, its editable status
and the Edit button will all be displayed in separate columns.
The Table will be have pagination in the bottom left corner
of the table, enabling you to scroll back and forth between pages.
The number of records in pages can also be changed in the
bottom right corner of the table a dropdown list to suit your needs.
Role Search in Responsive (Mobile) Mode
The Role Search functions just as well on responsive mobile
or tablet screen sizes as it does on a desktop. All buttons and navigation
flows are exactly the same as in desktop display, with the only omission being
Role Details - Overview
The Role Details screen allows you to manage the permission levels for the modules throughout Inzant Sales for the role. This then affects all users assigned to that particular role, and either grants or restricts their access accordingly. Clicking ...
Role Search - Advanced Search
The Role Search screen supports an advanced search option.This is enabled by clicking the “More Filters”. Once the Advanced Search is active the following search parameters are displayed; Text Search Role Status dropdown selection Text Search The ...
Role Details - Deactivating a Role
To deactivate a role in the Inzant Sales Admin interface you’ll first need to navigate to the Role Details Screen. You can do this by Opening the Role Search screen (via the configuration screen, which is located in the sidebar menu), then clicking ...
Role Details - Editing a Role
To edit a role in the Inzant Sales Admin interface you’ll first need to navigate to the Role Details Screen. You can do this by Opening the Role Search screen (via the configuration screen, which is located in the sidebar menu), then clicking the ...
Role Search - More Options Dropdown
The More options drop-down menu will always be located to the right of the Actions buttons, in the top right zone of the screen. For the Role Search screen the More Options menu contains the following additional functions; Quick Actions Refresh – ...