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How a Role Guarantor Obtains Access to View Technical Accounts with Their Guaranteed Role

Last modified by Martin Kolombo on 2025/07/17 14:49

1. In the left menu, click on the Roles tab.

tab_roles.png

A list of roles will appear.

2. In the list of roles, find your role and click to open its detail.

Information

To search for a role, you can use the Name, Code, or Description fields. 

name_code_description_filter.png

The window for the selected role will open.

role_details_window.png

3. In the left menu within the Role Detail window, click on the Permissions tab.

tab_permissions.png

The Assigned Permissions window will appear.

assigned_permissions_of_role.png

4. On the right in the toolbar, click the Add button.

The New Permission wizard will appear.

new_permissions_wizard.png

5. In the New Permission wizard, fill in the following fields:

  • Agenda / Entity Type: (TechnicalAccount)
  • Permissions: Read
  • Evaluator Type: TehnicalAccountByGuaranteedRoleEvaluator.

6. Click the Save button.

Stepresult:The given role now allows its guarantor to view the technical accounts that have this role assigned.