Role Management

A role defines the functions of a user within the IENT Application. Each role has a unique name and set of associated permissions that specify what users who are assigned to the role can see and do on the IENT platform. A role can be assigned to any number of users.

Your role in the system is defined as the Org Admin (Buyer Administrator) by the Super Admin. As the Org Admin, you can define new roles with a specific set of user permissions that determine what the assigned users can see or do in the system.

When a new tenant is created, a few default roles are created which cannot be deleted. These include: Org Admin, Partner User, Org User, Partner Admin, Impersonate User, Bulletin Manager, Partner Quality Manager, and Bulletin Approver.

Note: The org admin users cannot delete the default org admin role created during tenant creation.

The following five roles have been renamed in IENT release version 23.03.

Note: This document may contain references to old roles.

As a Org Admin, you can modify the names of the roles using the Edit functionalitiy. However, the codes associated with these roles cannot be modified

You can perform the following operations:

Add New Roles

To create a new role:

1. Login to the IENT Application.

2. Click on Settings > Role Management.

   

3. 

   Click on the + button on the top right corner.

4. Enter the following details of the new Role:

   

   • Name: Assign a name to the new role. Ensure that it is unique in the system.
     Note: This is a mandatory field.

   • Code: Enter a code value for the new role.
     Note: This is a mandatory field.

   • Status: Select the new role’s status (active/inactive) from the dropdown.
     Note: This is a mandatory field.

5. Click on Submit.

View Roles

To view the existing roles:

1. Login to the IENT Application.

2. Click on Settings > Role Management.

   

3. 

   The following details of all Roles are displayed:

   • ID

   • Name

   • Code

   • Status

4. You can Toggle the status button of any role, to activate or deactivate the said role. The default roles created in the system cannot be deactivated.

5. See here to explore how you can search, view, sort, and filter all the displayed records.

Edit Roles

You can only edit the names of the roles and not the associated code.

To edit roles:

1. Login to the IENT Application.

2. Click on Settings > Role Management.

   

3. 

   Click on any role to edit, or select Edit from the kebab menu of any role.

   

   Note: The Edit and Delete options will be available only for the Org Admin (Buyer Admin) created roles. For the default roles provided in IENT only Edit option will be available.

4. The following details of the selected role can be edited:

   

   • Name: Assign a name to the role being edited. Ensure that it is unique in the system.

   • Code: Displays the code value for the role.
     Note: This field cannot be modified.

   • Status: Select the role’s status (active/inactive) from the dropdown.
     Note: Only Org Admin created roles’ status can be changed.

5. Click on Submit.

Delete Roles

Only Org Admin created roles can be deleted.

To delete a role:

1. Login to the IENT Application.

2. Click on Settings > Role Management.

   

3. 

   This will display all the roles. On the role that you want to delete, click on the kebab menu icon and select Delete.

   

   Note: The Delete option will be available only for the Org Admin (Buyer Admin) created roles.

4. Confirm the deletion by clicking on Yes.

   

Download and Export Roles

To download a list of roles:

1. Login to the IENT Application.

2. Click on Settings > Role Management.

   

3. 

   Select the roles that you want to download and then click on the kebab menu on the top right corner of the screen and select Download Options.

   

• Download as PDF: Export all the selected records in the data table in PDF format.

• Download as CSV: Export all the selected records in the data table in CSV format.

5. To export roles to a specific tenant, click on Export to Tenant from the kebab menu on the top right corner, and select a target tenant.

The selected tenant will have to approve the import request through their account. See here for more details on how to approve data import requests.