Overview

Now that we started a Project in Wayfast, we can set different Menu and Sub-Menu items and assign the pages associated to them. Apart from that, we will learn how to associate menu items to a certain Role. This features allows to configure Application’s Role Based Access Control (RBAC) for each user who logins and work on the Project.

Menu Items  

Preconditions

First, we need to create a Project and build the structure with DB and set a requirement as active. For more information you can visit the “Hello World” section.

How to create new Menu items?

Under the Project top header, clicks on “General Options” icon. Then turns into “Menu” tab

“Menu” dashboard displays all the Menu items and Roles that currently are created for this Project.

NOTE: We will focus on “Custom Roles” functionality in another documentation.

Creating a menu is easy, click on “Add items” button.

A popup “Create a new menu item” is displayed with the mandatory information.

NOTE: A menu needs to be associated to any page, otherwise, it will be empty and won’t redirect to any place in the application. There’s an option to associate the menu item to a new page by clicking “New Page” button.

NOTE: Selecting the popup type, Wayfast will offer the position where we are going to place the popup in the page every time that this is opened.

We can set the “Order” field to place this menu item in the page depending on how many menu items are created. In the example, we are going to create the first menu item in Project.

Once we set all the required field, click “Accept” button and we can observe the new menu item under the dashboard. If the user wants to edit the menu item, we need to click on the “Menu’s name” link.

NOTE: User can remove the new menu item by clicking on “Cross” red icon under the “Delete” column.

User can access to the Project site as another way to verify if the Menu recently created is saved. Changes will be immediately impacted, we can clean the cache in browser if the menu is not visible.

How to add Roles and Permissions on Menu items?

Now that we have the menu item created and displayed in the Project, by default the Role associated is ADMIN. If user focuses on Roles section and clicks on “Quantity Items” column, a popup is displayed on the screen with all the menu items listed (this popup is similar to the Menu dashboard) with every destination page and conditions/parameters established by the creator and the corresponding order in the Project.

But what happens if don’t need every user to see all the menu items and pages related? On this topic, we will learn how to create new roles. To start click on “Add Roles” under the Menu dashboard.

Again, we need to put a role’s description (Name) and the destination’s page for that new role. In the example, we can search by the same page previously linked to our “Wayfast Menu” item. Then click on “Save” button.

At this point, we have a new Role but don’t have any assigned Users. To verify that the app is working as expected, we can quickly remove our user from Admin role and reassign to “Wayfast New Role” created. Clicks on “Quantity Users” link for Admin and then click “Add User” button

A pop up with our user linked is displayed. By removing the user and clicking “Accept” button, we are able to setup the user into the new role.

Repeat the steps, click on Quantity Users link (related to “New Role”) and “Add User” button.

Once the user is registered, we can see it available for “New Role” row.

A final step is needed, associate the new role to the menu item. For this purpose, click on “Quantity Items” link and a popup will display the related menu items. Click “Add items” and then assign which menu items should be visible for this role.

To verify that the role for our user is updated, return to the Project site and refresh the page (sometimes it will need to clean browser’s cache). After this, we can check that the right assignation is available.

Can Users have Multiple Roles?

Today Wayfast is supporting only one role per user registered on the Project. If we add a user that is already assigned to a role the app will check any previous assignation and it will display an error message.

Recap

In the first part, we learnt about how to create new Menu items and how they can contain Pages previously created. We defined the relationship in General Options. In the second part, we created Roles and how they can be assigned to the listed users and menu items and finally we navigated briefly through the Project site to verify that the new changes are applied on the fly. In next tutorials, we can learn how Wayfast allows us the possibility to establish multiple conditions and parameters that make this parent-child logic more complex and accurate to our system’s needs.