Dcisive makes it easy to manage which files a user can access by assigning them to roles. Roles are defined by tag-driven rules and can be assigned to individual users to ensure they only see the files relevant to their responsibilities.
Where to Manage Roles
To manage roles in Dcisive:
Navigate to the Settings screen.
Select the Roles tab.
This is your central hub for creating new roles, editing role criteria, and assigning roles to users.
Defining a Role
Each role is defined by conditions configured by the administrator. Conditions are based on either the tags (e.g., account name or defect date) or file properties e.g., content type, title, file name) available in Dcisive. Dcisive provides a range of condition operators to ensure flexibility in the definition of role conditions:
Note, when utilising date-based conditions (such as less than, greater than, equals and not equals) the format for the provided date needs to follow the "YYYY-MM-DD" format.
Assigning Roles to Users
Roles can be assigned to any user who has been set up in the system. Roles can be assigned directly within user administration or within the role screen.
The "Assigned to" section lists the users with access to the role. Any user with pre-defined access to all roles is automatically listed. Additional users may be added via the "Add user" button.
Users can have multiple roles, giving them access to different sets of files based on varying criteria.