Roles Management in Beelocity

This document provides a comprehensive guide to managing roles within the Beelocity platform. Roles are specific to each company and are accessible from the respective company page.

To locate and manage roles for a specific company in Beelocity, follow these steps:

• Navigate to the sidebar on the left side of the Beelocity interface.
• Locate and click on Identity and Access to expand the menu.
• Select the Companies sub-item to access the Companies management page.
• In the data table, find the desired company and click on the ID cell to visit the company’s detailed page.
• On the company page, locate the Roles tab to view and manage the roles specific to that company.

This section serves as the central hub for all role-related operations within the selected company.

Creating a Role

To add a new role for a company in Beelocity:

• Access the Roles section from the specific company’s page as described above.
• Click the Add button, typically located at the top-right corner of the Roles section.
• You will be redirected to a new page with a form to enter role details.
• Fill in the required fields:
  • Name: Enter a descriptive name for the role.
  • Description: Provide a detailed description of the role’s purpose and permissions.
• Verify that all entered information is accurate.
• Click Submit to create the role. The new role will now appear in the Roles data table for the selected company.

Updating a Role

To modify existing role information:

• Navigate to the Roles section on the specific company’s page.
• Locate the data table displaying all roles for the company.
• Identify the role you wish to update and click on the specific cell containing the information you want to edit (e.g., Name or Description).
• Make the necessary changes directly in the cell.
• Press Enter to save the updates. The table will reflect the modified information immediately.

Visiting a Role Page

To view detailed information about a specific role:

• Navigate to the Roles section on the specific company’s page.
• Locate the data table displaying all roles for the company.
• Identify the role you wish to visit and click on the ID cell of the corresponding row.
• You will be redirected to the detailed role page, which provides comprehensive information about the selected role.

Deleting a Role

To remove a role from a company in Beelocity:

• Access the Roles section from the specific company’s page.
• In the data table, locate the role you wish to delete.
• Select the role by clicking the corresponding row or checkbox.
• Click the Delete button, typically found at the top of the table or within a context menu.
• Confirm the deletion when prompted to permanently remove the role from the company’s records.

Warning: Deleting a role is irreversible and may affect users assigned to it. Ensure the role is no longer needed before proceeding.

Best Practices

• Company-Specific Roles: Ensure roles are tailored to the specific needs and structure of the company to which they belong.
• Clear Naming and Descriptions: Use descriptive and unique names and provide clear descriptions to facilitate easy identification and understanding of each role’s purpose.
• Regular Review: Periodically review the roles within each company to ensure they remain relevant and aligned with access requirements.
• Confirm Deletions: Double-check before deleting a role to prevent unintended disruption to user permissions.
• Access Control: Restrict role management permissions to authorized users to maintain security and data integrity.

For additional support or questions about managing roles in Beelocity, contact our support team through the Help section in the platform.