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Access & roles

Edit or clone a role

This flow describes how to change a custom role in MANSOQ. It also describes how to clone a role. MANSOQ includes system roles, such as Doctor. You cannot change a system role. Clone the system role, then adjust the permissions of the copy. The…

3.1 · versioned documentation · 3 min read

Overview

This flow describes how to change a custom role in MANSOQ. It also describes how to clone a role.

MANSOQ includes system roles, such as Doctor. You cannot change a system role. Clone the system role, then adjust the permissions of the copy. The original role stays the same for all other users.

Pre-requisites

Permissions

MANSOQ does not control role management with a permission. Only a super administrator can edit or clone a role.

Steps

1. Open the roles list

  1. Open the Admin sidebar.
  2. Select RBAC.
  3. Select Roles.

MANSOQ shows each role as a card. A system role shows a System badge and a lock icon.

2. Open the role menu

Click the menu icon on the role card. The menu shows Edit and Clone.

Note: The menu of a system role shows only Clone. You cannot change the name, description, contexts, or permissions of a system role.

3. Edit a custom role

  1. Select Edit on the card of a custom role.
  2. MANSOQ opens the role form with the current values.
  3. Change the Name, Description, Contexts, or Permissions.
  4. Click Update Role.

To close the form without a change, click Cancel.

Component What it captures
Name The name of the role.
Description The purpose of the role.
Contexts The levels at which the role applies.
Permissions The actions that the role allows.

4. Clone a role

  1. Select Clone on the card of any role. You can clone a system role.
  2. MANSOQ opens the role form with the contexts and the permissions of the original role.
  3. MANSOQ sets the name to "{original name} (Copy)".
  4. Change the name and the permissions of the new role.
  5. Click Create Role.

Expected Outcome

Related

Concepts:

Flows:

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.