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Roles in Visit Control

Access to the Control de visitas module is managed through roles. Smart OSH offers two ways of assignment, depending on the scope of permissions the user should have:

  • Global roles: the user has permissions in Control de visitas for all scopes, without restrictions.
  • Roles by scope: the user has permissions restricted to the scope indicated in the configuration.

How to assign global roles

Section titled “How to assign global roles”
  1. Access the SmartOSH application.
  2. Select Settings > Users and enter the user to whom you want to add roles.
  3. Select the Global roles tab and click Link.
  4. Select the role(s) you want to include and click Accept.
  5. Click Save.

How to assign roles by scope

Section titled “How to assign roles by scope”
  1. Access the SmartOSH application.
  2. Select Settings > Users and enter the user to whom you want to add roles.
  3. Select the Roles by scope tab and click New.
  4. Select the scope to which you want the assigned role to refer and check the corresponding boxes.
  5. Click Link, select the role(s), and click Accept on the role screen.
  6. Click Accept on the scope permission screen.
  7. Click Save.

Role behaviour

Section titled “Role behaviour”

The following specifies only the access to the Control de visitas module for each role.

Environment Administrator

Section titled “Environment Administrator”
  • In SmartOSH: has access to the entire Control de visitas module.
  • In App / App viewer: has access to all tiles.

App - Control de visitas

Section titled “App - Control de visitas”
  • In SmartOSH: cannot view the Control de visitas module.
  • In App / App viewer: has access to the Visit registration section.

Control de visitas - Consultation

Section titled “Control de visitas - Consultation”
  • In SmartOSH: has access to the entire Control de visitas module, but cannot create records.
  • In App / App viewer: has access to the Visit registration section.

Control de visitas - Modification

Section titled “Control de visitas - Modification”
  • In SmartOSH: has access to the entire Control de visitas module.
  • In App / App viewer: has access to the Visit registration section.

Control de visitas - Reception

Section titled “Control de visitas - Reception”
  • In SmartOSH: has access only to the Visits section of the Control de visitas module.
  • In App / App viewer: has access to the Visit registration section.

Role groups

Section titled “Role groups”

To assign several roles to the same user, you can use role groups, which allow grouping common combinations and assigning them as a block.

Sources: DM-SO-22-059 «Roles by scope in Visit registration» and DM-SO-22-060 «Global roles in Visit registration», version 1, 01/09/2022.