Overview

In this lesson, we are going to create new roles inside the project and we will discover the relationship between the roles and the menu items that we created under development. Let’s take a look on how this connection works and the impact that will provide in our application .

How to add Roles on Menu items?

After creating menu items in the previous lesson, we noticed that there is an Admin role created by default and associated to the project. . If we focus on Roles section and click 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 and the corresponding order in the Project.

But what happens if we don’t need every user to see all the menu items and pages related? For this purpose, the application give us the ability to create new roles.

Click on “Add Roles” button 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.

We need to keep in mind that having a new Role doesn’t mean that we have any user assigned. Let’s verify verify that the app is working as expected, for example, we can quickly remove our user from Admin role and reassign to “Wayfast New Role” role recently created.

Click on “Quantity Users” link for Admin and then click on “Add User” button

A popup is displayed with our username populated. Let’s remove the user on this role and click on “Accept” button. Now we are able to setup the user into the new role.

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

We can see the updated value in the corresponding role after saving the changes.

Also we can associate the new role to the menu item like we learnt in the previous lesson. Click on “Quantity Items” link and a popup will display the related menu items. Click on “Add items” button and then assign which menu items should be visible for this role.

If we want to verify that the role for our user is updated, let’s return to the project’s application site and refresh the page. After this, we can check that the right assignation is available.

Recap

In this lesson, we learnt at project level, how we can create roles and define permissions in terms of development. It’s important to establish from the beginning what roles can see or not what is being created, especially in those cases where the security is complex and there are different departments working on the same application.