{"id":13837,"date":"2023-10-23T06:36:53","date_gmt":"2023-10-23T11:36:53","guid":{"rendered":"https:\/\/docs.iotconnect.io\/partnerprogram\/?page_id=13837"},"modified":"2023-12-26T04:12:29","modified_gmt":"2023-12-26T10:12:29","slug":"role","status":"publish","type":"page","link":"https:\/\/docs.iotconnect.io\/partnerprogram\/partner-program-user-guides\/role\/","title":{"rendered":"Role"},"content":{"rendered":"<h3 class=\"inner_head_title\">Role Management Overview<\/h3>\n<p>Defining roles in any business is important to ensure that everyone understands their responsibilities and conduct their duties accordingly. In the Avnet&#8217;s IoT Partner Program, the Role Management section allows partners to create various roles as per the structure of their organization.<\/p>\n<p>You can create as many roles as you want, control the access to various features of IoT Partner Program and then assign these roles to different users.<\/p>\n<ul>\n<li>Go to Setting<\/li>\n<li>Click on <strong>Role<\/strong><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><em><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10144\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2019\/12\/Role.png\" alt=\"\" width=\"1890\" height=\"869\" \/><br \/>\n(Screen: Setting \u2013 Role)<\/em><\/p>\n<h3 class=\"inner_head_title\">View List Of Roles<\/h3>\n<p>On the <strong>Role Management<\/strong> screen, you will see a list of roles and their details.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10147\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2019\/12\/Role-Management-List-1.png\" alt=\"\" width=\"1842\" height=\"407\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Role Management List)<\/em><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<ol>\n<li><strong>Role:<\/strong> Name of the role<\/li>\n<li><strong>Description:<\/strong> A summary of the role<\/li>\n<li><strong>User type:<\/strong> The user type of the role: Admin\/User<\/li>\n<li><strong>Users:<\/strong> Number of users to whom the role has been granted<\/li>\n<li><strong>Created by:<\/strong> Name of the user who created the role<\/li>\n<li><strong>Status: <\/strong>Status of the role: Active\/Inactive<\/li>\n<li><strong>Actions:<\/strong> <a href=\"https:\/\/docs.iotconnect.io\/partnerprogram\/view-details-of-a-role\/\">View<\/a>, <a href=\"https:\/\/docs.iotconnect.io\/partnerprogram\/edit-details-of-a-role\/\">edit<\/a>, <a href=\"https:\/\/docs.iotconnect.io\/partnerprogram\/delete-a-role\/\">delete<\/a> and <a href=\"https:\/\/docs.iotconnect.io\/partnerprogram\/clone-a-role\/\">clone<\/a> buttons for the role<\/li>\n<li><strong>Sorting:<\/strong> You can sort the list by clicking the icon available along with role and users<\/li>\n<\/ol>\n<p><strong>\u00a0<\/strong><\/p>\n<p><em>Note: The delete icon will be disabled if the status of the role is active.<\/em><\/p>\n<p><strong>Filter<\/strong><\/p>\n<p>You can also filter the list based on user type, status and tags.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10177\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2023\/12\/Role-Management-List-\u2013-Filter.png\" alt=\"\" width=\"1845\" height=\"160\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Role Management List \u2013 Filter)<\/em><\/p>\n<h3 class=\"inner_head_title\">Create A New Role<\/h3>\n<ul>\n<li>Click on the <strong>Create Role<\/strong> button to create a new role<img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10150\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2019\/12\/Create-Role-Button-1.png\" alt=\"\" width=\"1849\" height=\"464\" \/>\n<p style=\"text-align: center;\"><em>(Screen: Create Role Button)<\/em><\/p>\n<\/li>\n<\/ul>\n<p>On click, you will be redirected to the create role page<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10151\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2023\/12\/Create-role.png\" alt=\"\" width=\"1832\" height=\"954\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Create Role)<\/em><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Enter role name<\/li>\n<li>Select user type: Admin\/User<\/li>\n<li>Enter a description of the role<\/li>\n<\/ul>\n<p><em>Note: On selecting the user type as user, the User Management and Role Management options will not be available in set permissions.<\/em><\/p>\n<p><strong>Set permissions<\/strong><\/p>\n<p>The section provides you with full control over the permissions that you want to provide to a specific role in the IoT Partner Program. This is helpful in ensuring that you grant the right permissions to the right users within your team.<\/p>\n<p>Select:<\/p>\n<ul>\n<li>Read: Allow the user to only read the information provided in the section<\/li>\n<li>Manage: Allow the user to read, add, edit and manage the information provided in the section<\/li>\n<li>Click on <strong>Check All<\/strong> button to give full access based on the user type<\/li>\n<\/ul>\n<p>Once you have set permissions for the user, you can:<\/p>\n<ul>\n<li>Click on the <strong>Submit <\/strong>button to create the new role and save the information<\/li>\n<li>Click on the<strong> Cancel <\/strong>button to go back without saving the information<\/li>\n<\/ul>\n<h3 class=\"inner_head_title\">Search Role<\/h3>\n<p>Enter the role name in the search bar and click on the <strong>search icon<\/strong> or press <strong>enter<\/strong>. It will display the results (if there are any) by matching the keyword.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10154\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2023\/12\/Search-Role-1.png\" alt=\"\" width=\"1842\" height=\"407\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Search Role)<\/em><\/p>\n<h3 class=\"inner_head_title\">Change The Status Of The Role (Active\/Inactive)<\/h3>\n<p>To update the status of any role, click on the status field for the role on the role list page.<\/p>\n<ul>\n<li>Click on the existing status to\u00a0change\u00a0the\u00a0status of a role\u00a0from\u00a0<strong>Active<\/strong> to<strong> Inactive <\/strong>or\u00a0vice versa<\/li>\n<li>A pop-up\u00a0will\u00a0appear\u00a0with the question along with answers choice of\u00a0<strong>Yes <\/strong>or\u00a0<strong>No<\/strong><\/li>\n<\/ul>\n<p><em>Note: You can change the status of the role to inactive, only if there are no associated users.<\/em><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10156\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2019\/12\/Role-Status-1.png\" alt=\"\" width=\"1850\" height=\"413\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Role Status)<\/em><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10157\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2019\/12\/Change-Role-Status.png\" alt=\"\" width=\"425\" height=\"217\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Change Role Status)<\/em><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Click\u00a0<strong>Yes <\/strong>to\u00a0change\u00a0the role status<\/li>\n<li>Click\u00a0<strong>No <\/strong>to go back without\u00a0changing\u00a0the role status<\/li>\n<\/ul>\n<h3 class=\"inner_head_title\">View Details Of A Role<\/h3>\n<p>To view details of any role:<\/p>\n<ul>\n<li>Click on the view icon from the role list page<\/li>\n<li>You will be redirected to the view role page<img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10160\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2023\/12\/View-role.png\" alt=\"\" width=\"1767\" height=\"807\" \/>\n<p style=\"text-align: center;\"><em>(Screen: View Role)<\/em><\/p>\n<\/li>\n<\/ul>\n<h3 class=\"inner_head_title\">Edit Details Of A Role<\/h3>\n<p>To edit details of any role:<\/p>\n<ul>\n<li>Click on the edit icon from the role list page<\/li>\n<li>You will be redirected to the edit role page<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10163\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2023\/12\/Edit-role.png\" alt=\"\" width=\"1753\" height=\"994\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Edit Role)<br \/>\n<\/em><\/p>\n<ul>\n<li>You can see the prefilled information of the role in edit mode<\/li>\n<li>Update the fields as needed (User type is a non-editable field)<\/li>\n<li>Click on the<strong> Submit <\/strong>button to save the changes<\/li>\n<li>Click on the <strong>Cancel <\/strong>button to go back without editing the information<\/li>\n<\/ul>\n<p><em>Note:<\/em><\/p>\n<p><em>System generated roles cannot be edited.<\/em><\/p>\n<h3 class=\"inner_head_title\">Delete A Role<\/h3>\n<p><em>Note: To delete a role, the status should be inactive and only then will the delete icon be enabled.<\/em><\/p>\n<p>To delete a role:<\/p>\n<ul>\n<li>Click on the <strong>delete <\/strong>icon for the role from the role list page<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10166\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2019\/12\/Delete-Role-Button.png\" alt=\"\" width=\"1838\" height=\"419\" \/><\/p>\n<p style=\"text-align: center;\">(Screen: Delete Role Button)<\/p>\n<ul>\n<li>A pop-up will appear with the question along with answers choice of <strong>Yes<\/strong> or <strong>No<br \/>\n<\/strong><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10167\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2019\/12\/Delete-Role-1.png\" alt=\"\" width=\"418\" height=\"186\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Delete Role)<\/em><\/p>\n<ul style=\"text-align: center;\">\n<li style=\"text-align: left;\">Click <strong>Yes <\/strong>to delete the role<\/li>\n<li style=\"text-align: left;\">Click <strong>No <\/strong>to go back without deleting the role<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 class=\"inner_head_title\">Clone A Role<\/h3>\n<p>Cloning a role allows you to create a new role which has the same attributes and permissions of the role that you are cloning. This helps in saving time when you have to create multiple roles that may be similar in nature, where you only have to change certain particulars and not create each role from scratch.<\/p>\n<p>To clone any role:<\/p>\n<ul>\n<li>Click on the clone icon from the role list page<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10170\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2019\/12\/Clone-Role-Button.png\" alt=\"\" width=\"1836\" height=\"413\" \/><\/p>\n<p style=\"text-align: center;\"><em>(Screen: Clone Role Button)<\/em><\/p>\n<ul>\n<li>You will be redirected to the clone role page<img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-10171\" src=\"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-content\/uploads\/2023\/12\/Clone-role.png\" alt=\"\" width=\"1758\" height=\"996\" \/><\/li>\n<\/ul>\n<p style=\"text-align: center;\"><em>(Screen: Clone Role)<\/em><\/p>\n<ul>\n<li>Enter Role name<\/li>\n<li>Here you will see prefilled information of the role such as user type, description and permissions.<\/li>\n<li>Update the fields as needed<\/li>\n<li>Click on the<strong> Submit <\/strong>button to create a new role and save the information<\/li>\n<li>Click on the <strong>Cancel <\/strong>button to go back without saving the information<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Role Management Overview Defining roles in any business is important to ensure that everyone understands their responsibilities and conduct their duties accordingly. In the Avnet&#8217;s IoT Partner Program, the Role Management section allows partners to create various roles as per the structure of their organization. You can create as many roles as you want, control [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":13819,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-page-full-width.php","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0},"acf":[],"_links":{"self":[{"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/pages\/13837"}],"collection":[{"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/comments?post=13837"}],"version-history":[{"count":7,"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/pages\/13837\/revisions"}],"predecessor-version":[{"id":14142,"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/pages\/13837\/revisions\/14142"}],"up":[{"embeddable":true,"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/pages\/13819"}],"wp:attachment":[{"href":"https:\/\/docs.iotconnect.io\/partnerprogram\/wp-json\/wp\/v2\/media?parent=13837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}