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:
and log in
Creating a user role
In the Flex platform:
- Click the Settings icon at the bottom of the left hand menu bar:
- Under Admin Area select User roles (previously known as Groups).
- Click the Create New Role icon:
- Enter a name into the Role Name field.
- 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.
- Click the Save role icon on the top toolbar:
Assigning a user to a user role
In the Flex platform:
- Click the Settings icon at the bottom of the left hand menu bar:
- Under Admin Area select Users.
- 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.
- 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.
- 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:
- Click the Settings icon at the bottom of the left hand menu bar:
- Under Admin area, select User roles.
- Under the User role list left-click a group to open it.
- 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.
- Click the Save role icon:
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