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Roles Module

Roles Module

Owned by Julia Williams
Last updated: May 08, 2025

Where is this module?

This module is usually in the User Management tab of the application

Use the Roles module to create and configure roles which give parties access to create, modify, or view parts of the system.

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What are roles used for?

Roles are used to control access to different parts of the application and to objects managed by the application. Some standard roles are provided with the system. You can use these built-in roles, and also create new roles. Many of the authorities for these roles are granted to ALL PARTIES so that anyone logging in with that role can use them.

Example

An ADMINISTRATOR role might be given authorities to create new users and to assign them to roles. If a new user is given the ADMINISTRATOR role, they can immediately use the authorities that all administrators have been given.

Some roles are used to give authority over specific objects. They can be used for example, to give a customer the right to place orders or view invoices. These roles may have some common authorities granted to ALL PARTIES and others that are specific to a single party.

You can also specify that only one user can access an object with a role. See Associating a Role with an Object Type for details.

Example

A party might be given the OWNER role with authority for the specific property that they own. You could also configure the Property object so that only one user could be assigned as the property owner.

Some roles are created automatically for internal system purposes. You do not need to manage these roles.

Typical Roles

Rubicon applications come with a set of standard roles, but you can add others if you wish.

Customer roles might include:

  • OWNER - sets the ownership of a property

  • SP OPERATOR - allows a user to place and manage orders for a property.

  • INVOICE CONTACT - identifies which party should be billed for water deliveries (used with the Billing modules)

Staff roles might include:

  • PLANNER - allows a staff member to create and approve plans for supplying water orders

  • SYSTEM ADMINISTRATOR - allows the staff member to assign roles and configure the system.

Roles and authorities

An authority is a specific type of access (a function, module, report, or scope) to a specific object for a specific party (or for ALL PARTIES). A role is a collection of these authorities and you can extend a role by adding more authorities to the role.

Layout of the Rules Module

Roles module