System Roles and User Interface

You can define system roles to simplify the user interface. For each system role, you can define which user interface elements (menu elements, navigation workspaces, and so on) are available. As the administrator, you can assign a ceiling system role to each user. The user can select their preferred level from any level that is equal to or below the ceiling system role.

For a user starting out with Allegra not all functionality might be required. To reduce the complexity of the user interface, assign users a system role with reduced functionality.

Switch to the Administration perspective. From the main menu, choose Customize > System Roles. You will see a matrix with system roles and associated interface elements. Using the checkbox, you can disable or enable a user interface element.

There are some predefined system roles as shown below.

Name	Description
Client user	Reduced functionality. They can only create items and see their own items. No reports, no project-specific cockpit, no access to workflows.
Full user	Full functionality except system management and administration functions.
System manager	Complete functionality except for server configuration options.
System administrator	Full functionality.

Custom system roles override the full user. So if a custom system role is removed, the settings are taken from the full user settings. You can assign the ceiling system roles in the user management section of the application (see Manage Regular Users).