LogoLogo
CommunityBlogLicense
latest
latest
  • Overview
  • Social Registry
    • Features
      • Individuals and Households
        • 📔User Guides
          • 📔Create an Individual Registrant
          • 📔Create a Group and Add Individual Registrants to the Group
          • 📔Import CSV file to Social Registry
      • Offline Capabilities
        • ODK Importer
          • 📔User Guide
            • 📔Configure and Import ODK Form
            • 📔Import Specific ODK Forms using ODK Instance ID
        • Enumerator ID
      • Online Self Registration
      • Online Assisted Registration
        • 📔User Guides
          • 📔Create a New Household
          • 📔Create a New Individual in Registration Portal
          • 📔Create a New Portal User
          • 📔Configure Portal User to Limit Accessing Location
      • Deduplication
        • 📔User Guides
          • 📔Configure ID Deduplication, Deduplicate, and Save Duplicate Groups/Individuals
        • Deduplicator Service
      • Locking of Records
      • Dynamic Registry
      • Document Storage
      • Configurability
        • 📔User Guide
          • 📔Configure ID Types
          • 📔Configure Registrant Tags
          • 📔Configure Gender Types
          • 📔Configure Relationships
          • 📔Configure Group Types
          • 📔Configure Group Membership Kind
      • Role Based Access Control
        • 📔User Guide
          • 📔Create User
          • 📔Assign a Role to a User
      • Geo Targeting
      • Data Sharing
      • Multi-language Support
        • 📔User Guides
          • 📔Set Language Preference
      • Privacy and Security
      • Interoperability
      • Real-time Reporting
      • Monitoring and Reporting
      • ID Integration
        • ID Validation and Tokenisation
        • ID Authentication
          • 📔User Guides
            • 📔Configure eSignet Auth Provider for ID Authentication
            • 📔ID Authentication Process
            • 📔eSignet Client Creation
        • eSignet Integration
        • Fayda ID Integration
      • Verifiable Credentials Issuance
        • 📔User Guides
          • 📔Configure Inji to download Social Registry VCs
      • Automatic Computation of PMT
      • Record Revision History
      • SPAR Integration for Account Info
      • Unique Social ID
      • Audit Logs
      • Rapid Deployment Framework
      • Performance & Scale
      • Draft and Publish
    • Versions
    • Deployment
      • Domain names and Certificates
      • Install Odoo Modules
      • Packaging
        • 📘Docker Packaging Guide
        • 📘Helm Packaging Guide
    • Developer Zone
      • Technology Stack
      • API Reference
        • Search APIs
        • Individual APIs
        • Group APIs
      • Repositories
      • Background Tasks
      • Developer Install
        • 📘Developer Install of OpenG2P Package on Linux
      • Design Notes
        • Data Sharing
      • Odoo Modules
        • ODK App User Mapping
      • Performance Testing
  • PBMS
    • Features
      • Program Management
        • Role of a Program Manager
        • Program Life Cycle
      • Program Disbursement Cycles
        • 📔User Guides
          • 📔Create Program Fund
          • 📔Create Cycle Manager for a Program
      • Beneficiary Management
        • Beneficiary Registry
          • 📔User Guides
            • 📔Create an Individual Registrant
            • 📔Create a Group and Add Individual Registrants to the Group
            • 📔Assign a Program to a Group
            • 📔Assign a Program to an Individual
        • Beneficiary Registry Configurations
          • 📔User Guides
            • 📔Configure ID Types
            • 📔Configure Registrant Tags
            • 📔Configure Gender Types
            • 📔Configure Relationships
            • 📔Configure Group Types
            • 📔Configure Group Membership Kind
        • Registration
          • 📔User Guides
            • 📔Import CSV File to Registry Module
      • ID Verification
      • Eligibility
        • Proxy Means Test
        • 📔User Guides
          • 📔Create Eligibility Manager Types
            • 📔Configure Default Eligibility Manager
            • 📔Create ID Document Eligibility Manager
            • 📔Create Phone Number Eligibility Manager
          • 📔Configure Proxy Means Test
          • 📔Verify Eligibility of Enrolled Registrants
      • Deduplication
        • 📔User Guides
          • 📔Deduplicate Registrants
          • 📔Create Deduplication Manager Types
            • 📔Configure Default Deduplication Manager
            • 📔Create ID Deduplication Manager
            • 📔Create Phone Number Deduplication
      • Enrolment
        • 📔User Guides
          • 📔Enroll Registrants into Program
          • 📔Auto-Enroll New Registrants into a Program
          • 📔Enroll Eligible Individual Registrants into a Program
      • Entitlement
        • 📔User Guides
          • 📔Multi-Stage Approval
          • 📔Create Entitlement Manager Type
            • 📔Create Default Entitlement Manager
            • 📔Create Voucher Entitlement Manager
            • 📔Configure Cash Entitlement Manager
          • 📔Create Entitlement Voucher Template
          • 📔Configure the Payments File with QR Code
          • 📔Configure Default Cycle Managers
          • 📔Export Beneficiaries Approved Entitlement
      • Disbursement
        • Payment Batches
        • In-Kind Transfer
          • 📔User Guides
            • 📔Create a Product in Inventory
            • 📔Configure In-Kind Entitlement Manager
            • 📔Create and Approve Program Cycle
            • 📔Verify Eligibility of Registrants in a Cycle
        • Digital Cash Transfer
        • e-Voucher
        • 📔User Guides
          • Prepare and Send Payment
      • Self Service Portal
        • 📔User Guides
          • 📔Create Form and Map with Program
          • 📔Configure Login Providers for Beneficiary Portal
          • 📔Self Register Online
      • Document Management
      • Multi-tenancy
      • Notifications
        • 📔User Guides
          • 📔Send Notifications to Individual Registrants
          • 📔Create Notification Manager Types
            • 📔Create SMS Notification Manager
            • 📔Create Email Notification Manager
            • 📔Create Fast2SMS Notification Manager
          • 📔Create Notification Manager under Program
      • Accounting
      • Administration
        • RBAC
          • 📔User Guides
            • 📔Create User and Assign Role
            • 📔Configure Keycloak Authentication Provider for User Log in
        • i18n
      • ODK Importer
        • 📔User Guides
          • 📔Configure and Import ODK Form
          • 📔Import Specific ODK Forms using ODK Instance ID
          • 📔Import Social Registry Data into PBMS
      • MTS Connector
        • 📔User Guides
          • 📔Create MTS Connector
            • 📔Create ODK MTS Connector
            • 📔Create OpenG2P Registry MTS Connector
      • Audit Logs
      • Service Provider Portal
        • 📔User Guides
          • 📔Submit Reimbursement Using the Service Provider Portal
          • 📔Reimburse the Service Provider
      • Interoperability
      • Privacy and Security
      • Periodic Biometric Authentication for Beneficiaries
      • Beneficiary Exit Process
      • Verifiable Credential Issuance
        • 📔User Guides
          • 📔Configure Inji to download Beneficiary VCs
      • Deduplication
      • Manual In-Kind Entitlement
      • Print Disbursement Summary
      • Monitoring & Reporting
        • Logging
      • Priority List
      • Offline Capabilities
    • Versions
    • Developer Zone
      • Odoo Modules
        • G2P Enumerator
        • OpenG2P Registry MTS Connector
        • G2P Documents Store
        • MTS Connector
        • G2P Formio
        • G2P Registry: Rest API Extension Demo
        • G2P Registry: Additional Info REST API
        • G2P Registry: Bank Details Rest API
        • G2P Registry: Additional Info
        • G2P Registry: Membership
        • G2P Registry: Groups
        • G2P Registry: Individual
        • G2P Registry: Base
        • G2P Registry: Rest API
        • G2P Registry: Bank Details
        • OpenG2P Program Payment (Payment Hub EE)
        • OpenG2P Program Payments: In Files
        • G2P Program : Program Registrant Info Rest API
        • OpenG2P Entitlement: Differential
        • OpenG2P Program: Approval
        • OpenG2P Program: Assessment
        • G2P Program: Registrant Info
        • OpenG2P Program Payment: Simple Mpesa Payment Manager
        • OpenG2P Programs: Cycleless
        • OpenG2P Entitlement: In-Kind
        • G2P Notifications: Wiserv SMS Service Provider
        • G2P: Proxy Means Test
        • G2P Programs: REST API
        • G2P Program Payment (Payment Interoperability Layer)
        • OpenG2P Entitlement: Voucher
        • OpenG2P Programs: Reimbursement
        • OpenG2P Program Payment: Cash
        • OpenG2P Program: Documents
        • OpenG2P Program Payment: G2P Connect Payment Manager
        • OpenG2P Programs: Autoenrol
        • G2P ODK Importer
        • G2P Service Provider Beneficiary Management
        • OpenID Connect Authentication
        • G2P Auth: OIDC - Reg ID
        • G2P OpenID VCI: Base
        • G2P OpenID VCI: Programs
        • G2P OpenID VCI: Rest API
      • Developer Install on Linux
      • Repositories
        • openg2p-fastapi-common
          • OpenG2P FastAPI Common
          • OpenG2P FastAPI Auth
          • OpenG2P Common: G2P Connect ID Mapper
        • social-payments-account-registry
        • g2p-bridge
        • openg2p-packaging
        • openg2p-security
        • spar-load-test
        • 4sure
        • G2P SelfServicePortal
      • Technology Stack
    • Deployment
      • i18n
      • Installation of Odoo Modules
      • Domain names and Certificates
      • Helm Charts
  • SPAR
    • Features
      • SPAR Mapper
      • SPAR Self Service
      • Privacy & Security
      • Interoperability
      • Performance & Scale
      • Monitoring & Reporting
    • Deployment
      • Domain Names and Certificates
      • Helm Charts
    • 📔User Guides
      • 📔Link FA (Self Service)
      • 📔Link FA (Admin)
    • Development
      • Jira Board
      • Testing
        • Unit Testing
        • Functional Testing
        • Performance Testing
          • Mapper
            • Resolve API
            • Link API
            • Unlink API
            • Update API
      • Developer Install
        • SPAR Mapper API
        • SPAR Self Service API
        • SPAR Self Service UI
      • Repositories
      • API Reference
      • Tech Guides
    • Releases
      • 1.0.0
      • 1.1.0
  • G2P Bridge
    • Features
      • Extensibility - Connect to Sponsor Banks
      • Account Mapper Resolution
      • Reconciliation with Sponsor Bank
      • Scaling for High Volumes
      • Interoperability
      • Privacy & Security
      • Monitoring & Reporting
    • Deployment
      • Deployment of G2P Bridge
      • Deployment of Example Bank
      • Bank Connector Interface Guide
      • PBMS Configuration
    • Developer Zone
      • Design
        • IN APIs from PBMS
          • create_disbursement_envelope
          • cancel_disbursement_envelope
          • create_disbursements
          • cancel_disbursements
          • get_disbursement_envelope_status
          • get_disbursement_status
        • OUT APIs to Mapper
          • resolve
        • OUT APIs to Bank
          • check_funds_with_bank
          • block_funds_with_bank
          • disburse_funds_from_bank
        • IN APIs from Bank
          • upload_mt940
        • Helper Tables
          • benefit_program_configuration
        • Configuration parameters
        • Bank Connectors
        • Physical Organization
        • Example Bank
          • example-bank-models
          • example-bank-api
          • example-bank-celery
      • Testing
        • Unit Testing
        • Functional Testing
        • Performance Testing
      • Repositories
      • Developer Install
        • G2P Bridge
        • Example Bank
      • API Reference
    • Tech Guides
    • User Guides
    • Releases
      • 1.0.2
  • Utilities and Tools
    • ODK
      • 📔User Guides
        • 📔Create a Project for a Program
        • 📔Create a Form
        • 📔Upload a Form
        • 📔Upload revised Form
        • 📔Test a Form
        • 📔Publish a Form
        • 📔Provide Form Access to Field Agent
        • 📔Download a Form on ODK Collect
        • 📔Delete a Form
        • 📔Register Offline
    • 4Sure Verifier App
      • Installation Guide for 4Sure Application
      • 📔User Guides
        • 📔Verify Digital Credentials using 4Sure Application
        • 📔Verify and Populate the form in ODK Collect using 4Sure Application
      • 4Sure Test Summary
    • Smartscanner
      • 📔User Guides
    • Registration Tool Kit
    • Unified Conversation Agent (UCA)
      • Modal Context Protocol(MCP)
      • Model Context Protocol (MCP) Implementation in UCA
  • Testing
    • Test Workflow
    • Automation Framework
  • Monitoring and Reporting
    • Apache Superset
    • Reporting Framework
      • 📔User Guides
        • 📔Connector Creation Guide
        • 📔Dashboards Creation Guide
        • 📔Installation & Troubleshooting
      • Kafka Connect Transform Reference
    • System Logging
    • System Health
  • Privacy and Security
    • Key Manager
  • Data Share
    • OpenG2P - IUDX
  • Interoperability
  • Deployment
    • Base Infrastructure
      • Wireguard Bastion
        • Install WireGuard Client on Android Device
        • Wireguard Access to Users
        • Install WireGuard Client on Desktop
      • NFS Server
      • Rancher Cluster
      • OpenG2P Cluster
        • Kubernetes
          • Firewall
          • Istio
          • Adding Nodes to Cluster
          • Deleting Nodes from Cluster
        • Prometheus & Grafana
        • Fluentd & OpenSearch
          • DEPRECATED - OpenSearch
        • Landing Page For OpenG2P
      • Load Balancer
        • Nginx
        • AWS
    • Resource Requirements
    • Helm Charts
    • Upgrades
    • Production
    • OpenG2P In a Box
    • Packaging
    • Versioning
    • Additional Guides
      • Automatic Build and Upload of Private Dockers
      • Generate SSL Certificates using Letsencrypt
      • Packaging Odoo based Docker
      • AWS
        • Create ACM Certificate on AWS
        • Create Security Group on AWS
        • Domain mapping on AWS Route53
        • Make Environment Publicly Accessible using AWS LB Configuration
      • Private Access Channel
      • Odoo Post Install Configuration
      • Pulling Docker from Private Repository on Docker Hub
      • Keycloak Client Creation
      • Troubleshooting: "fsnotify watcher" warning
      • Uninstalling Applications from Rancher UI
      • Access a Database from Outside the Cluster
      • Configure External Database to Connect OpenG2P Environment
      • Configure IPSec VPN Gateway to Connect to External Systems using Strongswan
      • Troubleshooting
        • PostgreSQL Database not Starting due to Replication Checkpoint Error
        • No Space Left on the Device Warning
      • Restart Deployment or StatefulSets to Redistribute Pods across Nodes
      • Rerun Jobs in Kubernetes Cluster
      • Finding URLs in the System
      • Transitioning PostgreSQL From Docker on K8s to Standalone PostgreSQL
      • Restore a PVC from an NFS Folder and Attach it to a Pod
      • View System Logs on the OpenSearch Dashboard
      • Set up Slack alerts for a Kubernetes cluster
      • Importing Dashboards on the Superset UI for OpenG2P Applications
      • Scaling Down an Environment to Optimize Resource Usage
      • Kubernetes Master Nodes
      • Enabling Keycloak User Self-Registration
      • Automating Cache Cleanup on K8s Cluster Nodes with Cron Job
    • Persistent Storage
      • Resizing Persistent Volume Claim in Kubernetes Cluster
  • 📒Guides
    • 📔User Guides
      • PBMS
        • 📔Create Program
        • 📔Configure Payment Manager in Program
        • 📔Create Eligibility Manager under Program
        • 📔Create Program Manager for a Program
        • 📔Create Manager Type
          • 📔Create Payment Manager Types
            • 📔Create Payment Hub EE Payment Manager
            • 📔Create Payment Interoperability Layer Payment Manager
            • 📔Create Default Payment Manager
            • 📔Create Cash Payment Manager
            • 📔Create File Payment Manager
        • 📔Configure Entitlement Manager under Program
        • 📔Archive, Delete, End, and Re-activate a Program
        • 📔Configure Default Program Manager
        • 📔Create Deduplication Manager under Program
    • Documentation Guides
      • Documentation Guidelines
        • Embed a Miro diagram
      • OpenG2P Module Doc Template
  • Use Cases
    • Farmer Registry
      • Reference Design: Farmer Registry
  • Releases
    • 1.1.0
      • Release Notes
  • License
    • OpenG2P Support Policy
  • Community
    • Contributing
    • Code of Conduct
  • Blogs
    • OpenG2P and SDG Goals
Powered by GitBook
LogoLogo

Copyright © 2024 OpenG2P. This work is licensed under Creative Commons Attribution International LicenseCC-BY-4.0 unless otherwise noted.

On this page
  • Prerequisites
  • Procedure

Was this helpful?

  1. Social Registry
  2. Features
  3. Role Based Access Control
  4. User Guide

Assign a Role to a User

PreviousCreate UserNextGeo Targeting

Last updated 8 months ago

Was this helpful?

This document provides instructions to assign a role to a user in Social Registry module.

Prerequisites

  • The user must have access to the Social Registry module.

  • The user must have Administrator role.

Note:

Enable a debug mode, when you assign a role to a user.

Procedure

  1. Click the main menu icon and select Settings.

  1. Click the tab Users & Companies and select Users.

The Users screen is displayed.

  1. Click the User to assign a role in the Users list.

For example, here Demo user is selected to assign a role.

The Demo user screen is displayed

  1. Click the Access Rights tab.

The following list of fields includes descriptions of each that must be filled out to assign a role and provide relevant access to the user.

USER TYPE

User types

Select the appropriate user types. The valid values are:

  • Internal User

  • Portal

  • Public

ACCOUNTING

  • Invoicing

  • Bank

Retain the default values.

WEBSITE

Website

Retain the default values.

ADMINISTRATION

Administration

Select the appropriate values. The valid values are:

  • Access Rights

  • Settings

Note:

The Settings option must be chosen from the drop-down only for the Administrator role.

OTHER

  • Job Queue

  • Dashboard

Retain the default values.

OPENG2P MODULE ACCESS

Administrator

Check the box, if the user needs to be assigned as a Administrator role.

Registrar

Check the box, if the user needs to be assigned as a Registrar role.

OPENG2P SECURITY MODULE

Crypto Admin

When the user installs the Security module, the Crypto Admin option is checked as needed.

Crypto Dummy

When the user installs the Security module, the Crypto Dummy option is checked as needed.

OPENG2P DOCUMENTS MODULE

Document Admin

When the user installs the Documents module, the Document Admin option is checked as needed.

Document Write

When the user installs the Documents module, the Document Write option is checked as needed.

Document Read

When the user installs the Document module, the Document Read option is checked as needed.

OPENG2P REST API

Rest API GET

The Rest API GET option is checked, if the authenticated/authorised user accesses the OpenG2P Rest API as needed.

Rest API POST

The Rest API POST option is checked, if the authenticated/authorised user accesses the OpenG2P Rest API as needed.

TECHNICAL

The options listed below this section are out-of-the-box Odoo options.

Select the appropriate options from the list as needed.

Note:

Mostly the options Access to export feature and Mail Template Editor are checked.

FASTAPI

The options listed below this section are checked only for the authenticated/authorised user who has access to the FAST API as needed.

EXTRA RIGHTS

The options listed below this section are checked for the user who needs access to extra options.

Note:

Mostly the option Contact Creation is checked.

OTHER

The options listed below this section are checked for the user who needs access to other options.

Note:

Mostly the option Bypass HTML Field Sanitize is checked.

Icon
Click to

Select the appropriate value. The available values are:

  • Archive

  • Duplicate

  • Change Password

  • Disable two-factor authentication

  • Send Password Reset Instructions

  • Privacy Lookup

Save the data and exit from the screen.

Discard changes and exit from the screen.

Now that the Administrator has granted access permissions in Settings, the user can utilise the module as intended.

📔
📔