Role Management Documentation

Roles Roles are used to manage user role data throughout the system for organizing users into different categories and controlling their access permissions across various modules and functionalities. The system includes default predefined roles that cannot be modified and allows creation of custom roles for specific role types. Roles help standardize user access management and define what features, pages, and operations users can access systematically across the platform.

Accessing Roles

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side
2. Under the Users section, click on Roles

Role management page navigation through settings menu

Managing Existing Roles

The Roles page displays all roles in a table with role filtering capabilities at the top and comprehensive role information including:

• Role display name (English and Arabic)
• Role type
• Associated users with expandable view
• Status indicator
• Action dropdown menu

Role filtering interface showing different role type options for easy navigation

The main table displays:

• Role Display Name: The custom name given to the role
• Role: The main role type (Accountant, Lawyer, System User, etc.)
• Users: List of users assigned to the role with expandable "+X more" button for roles with many users
• Status: Active/Inactive status indicator
• Action: Dropdown menu with available actions

Existing roles grid view with user assignments and filtering options

Role Filtering

Use the role type filter buttons at the top to view specific categories:

• All: Display all roles
• Accountant: Financial management roles
• Lawyer: Legal professional roles
• System User: Technical system roles
• Judicial Assistant: Court-related support roles
• Clerk: Administrative roles
• TL: Team Leader roles
• Secretary: Secretarial roles
• HOD: Head of Department roles
• Client: External client roles
• Admin: Administrative system roles

User Management

• View Users: Click on user badges to see assigned users
• Expand User List: Click "+X more" button to view all users assigned to roles with many members
• User Details: Access detailed user information like Status, Full Name, User Name, Department and Office in a popup

User Details Popup

Available Actions

• Add new roles by clicking the Add New button in the top right corner (only for specific role types)
• Edit custom roles by clicking the edit option in the action dropdown
• Set Permissions for any role through the permissions interface
• Change status by editing and updating the active toggle (for custom roles only)

Adding a New Role

Role creation is restricted based on role type. New roles can only be created for:

• Lawyer: Multiple roles allowed (e.g., Senior Partner, Junior Associate)
• Secretary: Multiple roles allowed (e.g., Executive Secretary, Legal Secretary)
• Clerk: Multiple roles allowed (e.g., Administrative Clerk, Filing Clerk)
• Accountant: Multiple roles allowed (e.g., Financial Manager, Junior Accountant)

1. On the Roles page, click the Add New button in the top right corner
2. In the form, configure the following sections:

Basic Information

• Role Name (English): Enter the role display name in English
• Role Name (Arabic): Enter the role display name in Arabic

Role Type Configuration

Select the appropriate role type using radio button options:

• Clerical Rights: Standard clerk permissions
• Secretary: Administrative support role
• Lawyer: Legal professional role
• Accountant: Financial management role

Status Configuration

• Active: Toggle button set to "Active" (default) or "Inactive"

3. Click Submit to create the new role

New role creation form with role type selection and configuration options

Role Types and Restrictions

Default System Roles

The following roles are predefined and cannot be edited or deleted:

• Admin: System Administrator (single role only)
• HOD: Head of Department (single role only)
• TL: Team Leader (single role only)
• System User: Technical Support (single role only)
• Judicial Assistant: Court Assistant (single role only)
• Client: Client User (single role only)

Customizable Role Types

These role types allow multiple custom roles with different display names:

• Lawyer: Legal professionals (e.g., Senior Partner, Associate)
• Secretary: Administrative support (e.g., Executive Secretary)
• Clerk: Administrative staff (e.g., Filing Clerk)
• Accountant: Financial staff (e.g., Financial Manager)

Role Permissions Management

Each role can be configured with three types of access permissions:

Page Access

Controls which pages and features are visible to users (Show/Hide functionality)

• Configure visibility for each module and sub-module
• Set access to specific sections like Cases, Projects, Reports
• Control navigation menu items available to role
• When a page access is given to a user, they inherit the full access to this page which can be modified in the control access tab

Page access configuration interface for controlling module visibility

Control Access

Sets detailed access permissions for data entry and operations with three levels:

• Full Access: Complete read, write, and delete permissions
• Read Only: View-only access to data
• Read/Write: View and edit permissions without delete capability

Control access permissions grid showing granular permission settings

Task Notifications

Configure which task notifications users can receive:

• Hearing Comments: Notifications about hearing updates
• Hearing Minutes: Meeting minute notifications
• Meetings Minute: Meeting documentation alerts
• FollowUp Tasks: Task follow-up reminders
• Hearing Date: Court date notifications
• Decisions: Decision announcement alerts
• Draft Cases: Draft case notifications
• Reporting For Client: Client reporting alerts
• Attending Litigator: Litigator attendance notifications

Task notification configuration for role-based alert management

Role Management Features

User Assignment Tracking

• View all users assigned to each role
• Monitor role distribution across the organization
• Quick access to user details from role interface

Permission Templates

• Predefined permission sets for default roles
• Customizable permissions for new roles
• Inheritance of base permissions by role type
  
  

Note: Default system roles maintain their core permissions to ensure system functionality, while custom roles within allowed types can be fully customized to meet organizational needs.