Home
Onboard Users and Assign Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
Create Roles and Assign Permissions
Roles and Permissions define who can access what within the system, ensuring secure and efficient workflow management. By assigning roles such as Super Admin, Admin, Supervisor, Manager, Operator, and Technician, you can control user access based on job responsibilities.

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
What's New for mRounds Configurators
This section highlights the latest updates for Configurators in mRounds. Enhancements include streamlined metadata management, easier system integrations, improved administrative controls, and flexible round design options.
Integrate mRounds with External Systems
Integrating mRounds with external systems is essential for seamless maintenance operations and data flow across an organization. This chapter provides a comprehensive guide to establishing and configuring connections between mRounds and various external systems, such as FTP servers, ODBC databases, SMTP email servers, and SAP ERP systems.
Onboard Tenants/Super Admins
Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.
Create and Manage Master Data
Master Data forms the foundation of the system, providing essential information such as plants, shifts, locations, assets, units of measurement, and response sets. Properly setting up master data ensures seamless work order management, asset tracking, and operational efficiency.
Onboard Users and Assign Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.
- Create Positions
  Create positions like manager, supervisor and so on and assign users to them.
- Create Roles and Assign Permissions
  Roles and Permissions define who can access what within the system, ensuring secure and efficient workflow management. By assigning roles such as Super Admin, Admin, Supervisor, Manager, Operator, and Technician, you can control user access based on job responsibilities.
- Create Users and Assign Roles
  Creating users allows you to add personnel to the system and assign them appropriate roles and permissions. When adding a new user, you define their role (such as Supervisor, Technician, or Manager) and configure their access permissions based on the modules they need.
- Create User Groups and Add Users
  User Groups allow you to organize users with similar roles and responsibilities into a single group, making it easier to manage access and permissions. Instead of assigning permissions individually, you can assign them at the group level, ensuring consistency and reducing administrative effort.
Invoke mRounds Tasks using APIs
Innovapptive exposes certain APIs that can be used by applications and create tasks like creating operator rounds, dynamically generate round plans, and so on.

Create Roles and Assign Permissions

Roles and Permissions define who can access what within the system, ensuring secure and efficient workflow management. By assigning roles such as Super Admin, Admin, Supervisor, Manager, Operator, and Technician, you can control user access based on job responsibilities.

Each role is granted specific permissions, allowing access to relevant modules and functions. For example, a supervisor may have permissions to create and assign rounds, while an operator may only have access to view and execute assigned tasks. Configuring roles and permissions ensures that users have the right level of access, enhancing security and maintaining an organized workflow.

To create a role and assign permissions:

Expand the User Management module and select Roles and Permissions on the left-side menu.

Figure 1. Roles and Permissions Screen
Click the Add Role button on the top right.
Do the following in the right section:
1. Enter the role name in the Role field.
2. Enter the description of the role in the Description field.
3. Select the modules that are required for the role.
  Expand the down arrow icon to select the sub-modules.
Figure 2. Add Role Details
Click the Save button.
The role is created and you can see it on the left section.
In this sub module, you can,
- Search the roles using the Search bar on the left-side section.
- Copy the role using the More icon > Copy option to create a new role from the existing role on the left-side section.
  Note:
  You can even select the Copy option on the right-side section to copy.
- Delete the role using the More icon > Delete option on the left-side section or you can delete all the roles at a time by selecting the check boxes and then selecting the More icon > Delete option on the right.
  Note:
  
  You cannot edit or delete the Super Admin role. You can only copy.
  
  You cannot delete the role which is already assigned to the user.
- Add a role using the Add Role button on the right side.
- Edit the role details or permissions on the right side.