Roles allow you to set up the rights and permissions per Role for the site. You will have view of all the roles active on the system. 

A role is assigned a set of permissions, which if the user is granted (the role) the user would be able to access.


In here, the user will be able to add, edit or delete a role. To delete a role, click the red X button on the associated roles line and confirm the delete. To add a new role, click on the 'Add' button located on the top right of the page and to Edit a role, click on the name of the role.


When creating a new role or editing an existing role, the name needs to have a value, this is the only required value on the role.


A new page will prompt the user to enter a role name, description and select a number of permissions including administration, RAR, Ideas, Pipeline, KPI and reports. 


Permissions:

The permissions are grouped based on the modules or sections of the system. 


RAR: 

  • View RARs: This would be the permission associated with allowing a user to view a RAR, without this, they would not be able to create a RAR
  • RAR Administrator: With this permission, it would allow the users to access any RAR within the system, this would also allow the user to delete the RAR (within the RAR admin page). Normally, only the latest RAR can be deleted.

KPI: 

  • View KPIs: This would be the permission which allows the user to see the KPI menu item as well as view KPI’s the user has access to
  • Edit KPIs: This is the permission linked to allowing the user to Create, Save or delete a KPI
  • KPI Targets: This would allow the user to see or save KPI Targets
  • KPI Actuals: This would allow the user to see or save KPI Actuals

Ideas:

  • View Ideas: This would allow the user to view Ideas, please note even with this permission, if the user has no access set up, they would not be able to view any ideas.
  • Create Ideas: This permission would allow the user to create a new idea in the system
  • Edit Ideas: This permission would allow the user to save an idea after it has been edited
  • Access Idea VDTs: -
  • Idea Administrator: this permission will allow any user to delete an idea or Edit an idea that is not active

Pipeline:

  • View Pipeline: Allows the user to see the current pipeline
  • Edit Pipeline targets: Allows the user to edit the pipeline
  • Edit run rate benefit targets: View the Run Rate benefit target menu item and edit the target
  • View cash benefit targets: View the Run Rate benefit target menu item and edit the target

VDT:

  • View VDT: Allow the user to access the site VDT. (This is not the Idea VDT)
  • Edit VDT: Allow the user to make edits to the site VDT. (This is not the Idea VDT)


Reports:

  • View Cumulative Pipeline report: Allow the user to view this report, if not enabled the report item will not appear in the reports page
  • View Cumulative Benefits report: Allow the user to view this report, if not enabled the report item will not appear in the reports page
  • View Pipeline summary report: Allow the user to view this report, if not enabled the report item will not appear in the reports page
  • View Idea Pipeline by department report: Allow the user to view this report, if not enabled the report item will not appear in the reports page
  • View idea progress report: Allow the user to view this report, if not enabled the report item will not appear in the reports page
  • View all ideas report: Allow the user to view this report, if not enabled the report item will not appear in the reports page
  • View outstanding approvals report: Allow the user to view this report, if not enabled the report item will not appear on the reports page
  • View outstanding actions report: Allow the user to view this report, if not enabled the report item will not appear on the reports page
  • Benefit contribution: Allow the user to view this report, if not enabled the report item will not appear on the reports page
  • Benefit dashboard: Allow the user to view this report, if not enabled the report item will not appear on the reports page
  • View RAR compliance report: Allow the user to view this report, if not enabled the report item will not appear on the reports page

Uploads:

  • View uploads
  • Edit uploads

Administration:

  • Manage Site: Allows the user to edit site information
  • Manage Users: Allows the user to manage, create, edit, delete users
  • Manage Roles: Allows the user to manage system roles
  • Manage Person Positions: Allows the user to manage person positions
  • Manage Departments: Allows the user to add, edit or delete departments
  • Manage Sub Departments: Allows the user to add, edit or delete sub departments
  • Manage Units of Measure: Allows the user to add, delete or edit UoM’s
  • Manage Calendars: Allows the user to manage the system calendars
  • Manage Email Notifications: Allows the user to manage the email notifications and set it up accordingly
  • Manage Investment Categories: Allows the user to manage Investment categories
  • Overview Types: Allows the user to manage the overview types which is found in a RAR
  • Manage KPI Types: Allows the user to manage the KPI Types
  • Manage Stages: Allows the user to manage the idea stages. (Chart colors as well as Forecast %)
  • Manage Idea Sources: Allows the user to manage the idea sources.
  • Manage Password Policy: Allows the user to manage the password policy for the users to create.
  • Manage Idea Review Questions:
  • Manage Periods:
  • Manage RAR Compliance Rules: These are the rules which affect the status of the RAR
  • Currencies
  • Manage RAR Quality Questions
  • Manage RAR Targets
  • Manage Idea Definitions
  • Manage Idea Fields
  • Manage Settings: Allows the user to manage the settings as explained previously
  • Manage Sequences: Allows the user to set up sequences, which are used in the KPI or idea numbering. Sequences are then linked in the department or sub department

Imports:

  • Import KPIs: Allows the user to import KPI’s
  • Import KPI Targets: Allows the user to import KPI Targets
  • Import KPI Actuals: Allows the user to import KPI Actual values
  • Import Users: Allows the user to import users into the system
  • Import Pipeline Targets: Allows the user to import Pipeline Targets
  • Import Actions: Allows the user to import actions (RAR’s and Ideas)
  • Import Ideas: Allows the user to import ideas

Exports: 

  • Export KPIs: Allows the user to export all KPI’s information
  • Export KPI Actuals: Allows the user to export KPI Actual values for all KPI’s
  • Export KPI Targets: Allows the user to export KPI Targets for all KPI’s
  • Export KPI Audit: Allows the user to export the KPI Audit
  • Export Ideas: Allows the user to export all Ideas information
  • Export Users: Allows the user to export all users
  • Export Actions: Allows the user to export all actions
  • Export Forecasts: Allows the user to export forecasts
  • Scheduled Exports: Allows the user to schedule exports to be emailed to the specified addresses