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Flex: How to assign roles to users

Phillipp Tugend
  • Updated

In Flex, administrator users can enable user management via the creation of user roles and assign those roles to other users via the Flex platform.  A user's role determines browser access permissions (user rights), related to the tabs in the Flex platform.

Note for Winner Flex users: Access permissions to security roles, related to the Winner desktop program, can also be added to a user role. Security roles can be created and edited in the desktop program, using the Edit roles function. For more information, see Creating / Editing a role. 

NOTE! Only Administrators can create, edit and assign users to a user role.

 

Log in to the Flex platform

Open the Flex platform. 

If using an internet browser go to: http://flex.cloud and log in.

 

Creating a user role


EN create a user group new UI.gif

In the Flex platform:

  1. Click the Settings icon at the bottom of the left hand menu bar:

    Settings64.png

  2. Under Admin Area select User roles (previously known as Groups).

  3. Click the Create New Role icon:

    File64.png

  4. Enter a name into the Role Name field.

  5. In the table below tick the areas that the user role will view. To change the access to edit click the drop down menu and select Can edit.
    Note: The drop down will become selectable once the option has been ticked. To restrict any type of access to a component, leave the box unticked.

  6. For Winner Flex users - Security roles set up in Winner Flex desktop app will be listed in the drop down menu next to Winner Design. It will only become selectable when the option Winner Design has been ticked. If required select a security role for users assigned to the user role.
    Note: For more information, see Creating / Editing a role.

  7. Click the Save role icon on the top toolbar:

    Save64.png


Assigning a user to a user role

In the Flex platform:

  1. Click the Settings icon at the bottom of the left hand menu bar:

    Settings64.png

  2. Under Admin Area select Users.

  3. On the user name row click No Access under name of the shop you wish to give the user access to.
    Note: A user can be assigned to a different user role for each individual shop in the company.

  4. Once clicked on No Access becomes a drop-down box.  Click the drop-down box and select a user role.
    Note: The default user roles are No access, All rights, Sales Design and System user group.  Any user roles you have created will also be listed in the drop-down.

  5. The Changed user role dialogue box will be shown. Click OK to confirm the change.
    Note: It can take up to 5 minutes before the change is active.

 

Editing a user role

In the Flex platform:

  1. Click the Settings icon at the bottom of the left hand menu bar:

    Settings64.png

  2. Under Admin area, select User roles.

  3. Under the User role list left-click a group to open it.

  4. Tick the areas that you wish to edit. To change the access click the drop down menu and select Can edit or Can view as required.
    Note: The drop down will become selectable once the option has been ticked. To restrict any type of access to a component, leave the box unticked.

  5. For Winner Flex users - Security roles set up in Winner Flex desktop app will be listed in the drop down menu next to Winner Design. It will only become selectable when the option Winner Design has been ticked. If required select a security role for users assigned to the user role.
    Note: For more information, see Creating / Editing a role

  6. Click the Save role icon:

    Save64.png

 

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Creating / Editing a role

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