Understanding the User Management Interface - Navigation Role

Navigation roles in the Planful application determine the specific navigation paths that grant users access to certain pages and their associated functionalities. By assigning navigation roles, the application ensures that users have appropriate access levels and enhances the overall user experience.

The admin user can create a Navigation Role and assign Navigation Access to a specific Navigation Role. Then the Navigation Role can be assigned to users. This ensures users can only access the designated paths based on their assigned roles.

How to Create a Navigation Role

1. Navigate to Maintenance > Admin > User Management, then select Navigation Role.
2. Click Add.
   
3. Enter a code and name for the navigation role.
4. Click Save.
   

How to Assign Navigation Access to a Navigation Role

1. Click Navigation Access from the Navigation Role page.
   
2. Select a Navigation Role from the drop-down list.
   
3. Use the hierarchy structure to expand and collapse navigation options. Click the checkbox next to the navigation option to allow access to the path.
   
4. Click Save.

How to Assign a Navigation Role to a User

1. Select a user from the User page and then click Edit.
2. Select the navigation role from the Navigation Role drop-down menu.
   
3. Click Save.