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ManageEngine FacilitiesDesk can be accessed by different people in your organization. The supervisors accessing the application should have defined role and defined set of tasks to execute. Requesters have pre defined roles and hence cannot be configured here. You can configure and assign these roles to the supervisors of the FacilitiesDesk.
To open the role configuration page,
Click the Admin tab in the header pane.
In the Users block, select
Roles icon. The
Role list page opens.
Add Role
Click Add New Role link available at the top right corner of the Role List page.
In the Add Role form, enter a unique name for the role in Role Name field.
Set the access permissions for the role. To set the access permission, just select the check boxes beside the access levels defined for each of the modules of the application.
Say, for SDApprovePO permissions a supervisor can only view purchase order to approve it. He cannot add, edit or delete PO. In this case, select the Purchase row and View column check box as shown below.
Enabling Full Control for a particular module, automatically enables all the permissions. If you select any of the add, edit or delete column then the view column automatically get selected.
You can also choose to restrict the supervisor from viewing all the received requests. To do so, select the respective check box you would allow your supervisor to view.
All: The supervisor with this role can view all the received requests.
All in Group & assigned to him: The supervisor will be able to view all the requests in the Group he belongs, as well as the requests that are assigned to him/her.
Assigned to him: The supervisor will be able to view only the requests that are assigned to him/her.
Specify any relevant information about the role in the Description field.
Save the changes.
If you wish to add more than one role, then instead of clicking Save, click Save and add new button. This adds the new role and reopens the add role form after displaying a message for the addition of the role.
At any point, if you decide not to add the new role, then click Cancel to get back to the role list. Clicking the View List link on the top right corner of the add role form will also take you to the role list view.
Edit Role
Click the edit
iconbeside the role name to be edited in the role list
page.
Modify the details and save the changes.
Even while editing a role, if you wish to add a new role, click the Save and add new button instead of clicking Save button after making the changes. The Add Role form opens after displaying a message that the changes are saved.
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