Managing Roles and Permissions

CINNOX lets Staff administrators assign different roles to Staff members. Depending on the roles or teams, the Staff members will have different data scopes, e.g., levels of access to data within your CINNOX service and different permissions when using the CINNOX features.

The staff administrator can use the staff default roles and data access levels to assign tasks to staff members or create custom roles.

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Please be aware that Managing Roles & Permissions are advanced settings in your CINNOX Service, and you understand their risks. Any changes you make may affect the activities of your staff members.

 

Data Access Level

CINNOX allocated the data access level for the Staff default roles accordingly.
It would be best if you assigned the Data Access Level when creating a Custom Role.

 

Default Roles

The table below shows the Staff default roles and their corresponding data access level in the service.

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The Staff with the Leader and Manager roles have been changed to Supervisor.

 

Feature Permissions

The table below shows the permission and describes what action it will grant to the feature.

 

Features and Permissions to the Staff Default Roles

The table below shows the CINNOX Features available to the Staff - Default Roles and the corresponding Permissions.

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When creating a new Custom Role, you can manage what features and permissions you should assign to the new role accordingly.

 

Custom Roles

Creating a Custom Role

Staff administrators can create custom roles based on any default roles and data scope available in CINNOX to align with their organisation's requirements.

To create a new custom role:

• Go to Administration > Organisation > Roles and Permissions.
• Under Custom Roles, click the Create Role button at the right side of the page.

• Enter the Role Name you must create in the pop-up window.

• Select a data access level for the new custom role on the Data Scope dropdown box.

• Select a role close to the new custom role you must create as the base on the Roles & Permissions dropdown box.
• Click on Next.

• On the Create Role page, scroll down and tick or untick the checkboxes next to the features and permissions. You may use the Quick Access links on the right side of the page to jump to specific sections of the features list.

  • If you wish to undo all your changes in the permissions settings, click on Reset Settings.
  • If you want to edit the Role Name and Data Scope you previously entered, click on Edit under each of these details on the lower-right side of the screen.

• Click on Create. CINNOX will automatically save this new role and redirect you to the role's details page, where you can edit its Feature Permissions and assign Staff members.

 

Viewing and Editing a Custom Role

To view and edit a Custom Role:

• Go to Administration > Organisation > Roles and Permissions.
• Under Custom Roles, find and click for a custom role you want to view.

The Feature Permissions for the selected Custom Role details page appear.

• Click Edit Permissions to modify the feature and permission of the custom role.

• On the page that will appear, scroll down through and tick or untick the checkboxes next to the features and permissions. You may use the Quick Access links on the right side of the page to jump to specific sections of the features list.
  • If you wish to undo all your changes in the permissions settings, click on Reset Settings.
  • If you wish to edit the Role Name and Data Scope, click on Edit under each of these details on the lower-right side of the screen.

• Click on Save. A pop-up message will appear, "This action will immediately affect staff with this role and cannot be undone." I am asking you to confirm the changes.
• You can add a note for the change, but it is optional, then click on Continue.

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You can only edit the permission settings of custom roles. CINNOX Default roles cannot be edited.

 

Deleting a Custom Role

To delete a Role:

• Go to Administration > Organisation > Roles and Permissions.
• Under Custom Roles, go to the custom role you wish to delete, but ensure no staff member is assigned to it. Otherwise, you have to re-assign the Staff to a new role first.
• Click on the trash icon on the right. A pop-up message will appear asking for confirmation of the action.

• Click on Delete. The created custom role will be removed from the list.

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You can only delete created custom roles. CINNOX Default roles cannot be deleted.

 

Assign Role to Staff

Assigning a Role to a New Staff Member

To assign a role to a new Staff member, refer to the Staff Management section of this Guide.

 

Re-assigning a Role to an existing Staff Member

A Staff administrator can assign existing Staff members new roles by adding them to a newly-created role or moving them out of an existing one.

To add a Staff Member to a new Role:

• Go to Administration > Organisation > Roles and Permissions.
• Click on any of the listed default roles under Default Roles or on any of the custom roles listed under Custom Roles.
• On the details page under Custom Roles, click on Assign Staff Member.

• On the pop-up window that will appear, scroll down through or search for the Staff member you wish to add, then tick the checkbox beside their name.

• Enter an optional Change Note, then click on Assign. The Staff member will then be added to this new role and removed from their previous one.

To transfer a Staff Member from an existing Role:

• Go to Administration > Organisation > Roles and Permissions.
• Click on any of the listed default roles under Default Roles or on any of the custom roles listed under Custom Roles.

• On the details page that will appear, under Custom Roles, find the Staff members you wish to assign to another Role, tick the checkboxes beside their names, then click on Assign Other Role.

• Select the new role you wish to assign to the Staff members in the pop-up window.
• Enter Change Note but optional, then click on Assign.

The Staff member will then be removed from the current role and added to the new one.