In this article we will define Users, Data Filters, Roles, Role Groups and User Groups and also what their relationship to each other is.
TIP and Best Practice: When setting up a new client try and look at the hierarchy and fill it out in reverse order.
Data Filters
Data Filters are what Business Units that users can see or that hey are restricted from seeing. This feature is not widely used and you will not need to add a Data Filter Group in the vast majority of your client set-ups.
Role Groups
This feature allows users to group "roles" together and that when combined, grant user abilities, based on the Implementation Process spreadsheet, in the system.
User Groups
A User Group combines Data Filters with Role Groups. Users are assigned to a "User Group" to give them access to Business Units and abilities in those Business Units.
User
Users are granted abilities to manage specific features in Smartforce. Users are assigned to a User group.
Roles
Roles are created by the Dev Team and give access to manage individual tasks in the system.
NOTE: For an in depth description of the access granted by a Role please see the Role Description tab of the 2020 Implementation Process - Creating Database Excel spreadsheet.
A general description can also be found in the Role Groups tab of the 2020 Implementation Process - Creating Database Excel spreadsheet.
Important Actions hierarchy:
