Open

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 associate 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.

Open

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.

Open

A popup is displayed to create this new role on the project.

Again, we need to put a role’s description and the destination’s page for that new role. In the example, we can search by the same page previously linked to our new 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 that the app is working as expected.

We can quickly remove our user from Admin role and reassign to “Tech_Lead” 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.

A new popup is displayed, it’s retrieving the information from the user logged on Wayfast. Click on “Submit” button and this user will be linked to the new role.

We can see the updated value in the corresponding role after saving the changes. Now we need to associate the new role to the menu item as final step. For this purpose, click on “Quantity Items” link and a popup will display the related menu items. Click on “Add items” 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.

Can Users have Multiple Roles?

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 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. In next lessons, 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.