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Flex Cloud: Access Roles - how to create, assign and edit them

Bally
  • Updated

Admin users can enable user management via the creation of access roles and assign those roles to other users via the Account Portal. A user's role determines browser access permissions (user rights), related to the tabs in the Flex platform.

Note for Winner Flex users: Access permissions to security roles, related to the Winner desktop program, can also be added to a user role. Security roles can be created and edited in the desktop program, using the Edit roles function. For more information, see Creating / Editing a role.

NOTE! Only Administrators can create, edit and assign users to an access role.

 

Log in to the Flex platform

Open the Account Portal. 

Click the link here: Cyncly Account Portal and log in. 

 

Creating a access role


On the Account Portal:

  1. Click the option Access Roles in the left hand menu bar.
     
  2. Click the Create Role icon:

    File64.png
     
  3. Enter a name into the Role Name field.
     

  4. In the table below tick the areas that the access role will view. To change the access level to edit click the drop down menu and select Can edit.
    Note: The drop down will become selectable once the option has been ticked. To restrict any type of access to a component, leave the box unticked.
     

    For Winner Flex users - Security roles set up in Winner Flex desktop app will be listed in the drop down menu next to Winner Design. It will only become selectable when the option Winner Design has been ticked. If required select a security role for users assigned to the user role.
    Note: For more information, see Creating / Editing a role.
     

  5. Click the Save role icon on the top toolbar:

    Save64.png

     

Assigning a user to a access role

On the Account Portal:

  1. Click the the option User Management in the left hand menu bar.
     
  2. Select the tab Users And Roles and search for the user you are assigning an access role to.  
     
  3. On the user name row click No Access under name of the showroom you wish to give the user access to.
    Note: A user can be assigned to a different user role for each individual showroom in the company.
     
  4. Once clicked on No Access becomes a drop-down box. Click the drop-down box and select an access role.
    Note: The default access roles are No access, All rights, Sales Design and System user group. Any user roles you have created will also be listed in the drop-down.
     
  5. The Access role will now be updated.
    Note: It can take up to 5 minutes before the change is active.

 

Editing an access role

In the Account Portal:

  1. Click the the option Access Roles in the left hand menu bar.
     
  2. Under the Access role list left-click a group to open it.
     

  3. Tick the areas that you wish to edit. To change the access click the drop down menu and select Can edit or Can view as required.
    Note: The drop down will become selectable once the option has been ticked. To restrict any type of access to a component, leave the box unticked.
     

    For Winner Flex users - Security roles set up in Winner Flex desktop app will be listed in the drop down menu next to Winner Design. It will only become selectable when the option Winner Design has been ticked. If required select a security role for users assigned to the user role.
    Note: For more information, see Creating / Editing a role
     

  4. Click the Save role icon:

    Save64.png

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