Configuration Centre
The Configuration Centre provides administrators with comprehensive control over system roles, permissions, and access management. Create custom roles, manage existing permissions, and configure system-wide access controls.
Who can access Configuration Centre
Section titled “Who can access Configuration Centre”Admin Full access to all configuration features and role management
Ops Support Limited access to view configurations and assist with role-related issues
All Others No access to Configuration Centre features
What is Configuration Centre?
Section titled “What is Configuration Centre?”The Configuration Centre is the central hub for:
- Role Management - Creating and modifying system roles
- Permission Control - Defining what each role can access
- Access Configuration - Setting up page and feature-level permissions
- System Security - Managing overall access controls and restrictions
Configuration Centre Overview
Section titled “Configuration Centre Overview”Central interface for all role and permission management.
- Add New Role: Create custom roles with specific permissions
- Existing Roles: Manage and modify current system roles
- Permission Matrix: Visual overview of role capabilities
- Access Control: Fine-grained permission management
Organized sections for efficient role management.
- Overview Section: Dashboard, Operational Tracker, Compliance Tracker, etc.
- Scheduling Section: Rota Management, Submit Request, Submitted Schedules, Schedules
- Management Section: Advanced Contracts, Assigned Events, EOS Actions, etc.
Creating New Roles
Section titled “Creating New Roles”Step-by-step process for creating new system roles.
- Role Name: Enter descriptive role identifier
- Role Description: Add detailed role purpose and scope
- Page Access Control: Select which pages role can access
- Permission Assignment: Configure specific feature permissions
Three main categories for organizing role permissions.
- Overview: Dashboard access, tracking views, integration permissions
- Scheduling: Rota management, schedule submission, calendar access
- Management: Advanced features, contract management, administrative tools
Granular permission controls for each system area.
- Overview Permissions: Dashboard, Operational Tracker, Compliance Tracker, CIPHR Integration, Lieu & Holidays, Logs
- Scheduling Permissions: Rota Management, Submit Request, Submitted Schedules, Schedules
- Management Permissions: Advanced Contracts, Assigned Events, EOS Actions, Manage Request, Account Management, Create User Accounts
Existing Roles Management
Section titled “Existing Roles Management”Overview of all existing roles and their permission structures.
- Static Manager: Dashboard, Submit Request, Schedules, EOS Actions
- Resourcing: Dashboard, Submit Request, Schedules, EOS Actions
- Logistics: Dashboard, Submit Request, Schedules, EOS Actions
- Deputy Head of Operations: Dashboard, Operational Tracker, CIPHR Integration, Rota Management, Submit Request, Schedules, EOS Actions
High-level administrative and management roles.
- Head of Operations: Dashboard, Operational Tracker, Lieu & Holidays, Rota Management, Submit Request, Schedules, Advanced Contracts, Manage Events, EOS Actions
- Ops Manager: Dashboard, Rota Management, Submit Request, Schedules, Advanced Contracts, Allocated Contracts, Assigned Events, EOS Actions
- Ops Support: Comprehensive access including CIPHR Integration, Lieu & Holidays, EOS Actions, Manage Request, Manager Accounts, Logs, Account Management, Create User Accounts, Team Management, Configuration Centre
Roles with specific system access and capabilities.
- Finance: Dashboard, Rota Management, Submit Request, Schedules, EOS Actions
- Admin: Account Management, Logs, Configuration Centre, Team Management, Create User Accounts
- Assistant Ops Manager: Dashboard, Schedules, EOS Actions, Submit Request, Allocated Contracts, Assigned Events, Rota Management, CIPHR Integration
Permission Structure and Access Levels
Section titled “Permission Structure and Access Levels”Dashboard and monitoring access permissions.
- Dashboard: Main system overview and key metrics
- Operational Tracker: Real-time operational monitoring
- Compliance Tracker: Regulatory and compliance oversight
- CIPHR Integration: HR system integration access
- Lieu & Holidays: Time off and holiday management
- Logs: System activity and audit logging
Schedule management and planning permissions.
- Rota Management: Create and manage operational schedules
- Submit Request: Submit scheduling requests and changes
- Submitted Schedules: View and manage submitted schedules
- Schedules: Access to schedule viewing and basic management
Advanced management and administrative permissions.
- Advanced Contracts: Comprehensive contract management
- Assigned Events: Event assignment and coordination
- EOS Actions: End-of-shift and operational actions
- Manage Request: Request processing and approval
- Account Management: User account administration
- Create User Accounts: New user creation capabilities
Role Modification and Updates
Section titled “Role Modification and Updates”Modify permissions and access for current roles.
- Permission Updates: Add or remove specific permissions
- Access Level Changes: Modify role capabilities
- Role Restructuring: Reorganize role hierarchies
- Security Reviews: Regular permission audits and updates
Management actions available for each role.
- View Details: See complete permission breakdown
- Edit Permissions: Modify role capabilities
- Duplicate Role: Create similar roles with variations
- Delete Role: Remove unused or obsolete roles
Understanding how permissions interact and depend on each other.
- Some permissions require base access to function properly
- Management roles typically include scheduling permissions
- Administrative roles may require multiple permission categories
- Consider workflow dependencies when assigning permissions
Security and Access Control
Section titled “Security and Access Control”Understanding the system’s permission structure.
- Admin Level: Full system access and configuration
- Management Level: Operational control and oversight
- Operational Level: Day-to-day operational access
- Specialist Level: Function-specific permissions
Guidelines for secure and effective permission management.
- Principle of Least Privilege: Grant minimum necessary permissions
- Role-Based Access: Assign permissions based on job functions
- Regular Reviews: Periodically audit and update permissions
- Documentation: Maintain clear records of role purposes
How Configuration Centre integrates with system security.
- Permissions immediately affect user access
- Role changes are reflected across all system areas
- Integration with user management systems
- Audit trails for all permission changes
Common Role Templates
Section titled “Common Role Templates”Basic operational roles for new team members.
- Typical Permissions: Dashboard, Submit Request, Schedules, EOS Actions
- Use Cases: Static Manager, Resourcing, Logistics, Finance
- Access Level: Basic operational functions
- Growth Path: Can be promoted to management roles
Leadership roles with expanded permissions.
- Typical Permissions: Operational Tracker, Rota Management, Advanced Contracts
- Use Cases: Ops Manager, Deputy Head of Operations, Head of Operations
- Access Level: Team management and operational oversight
- Responsibilities: Team coordination and strategic planning
System administration and configuration roles.
- Typical Permissions: Account Management, Configuration Centre, Team Management
- Use Cases: Admin, Ops Support
- Access Level: System configuration and user management
- Responsibilities: System maintenance and user support
Best Practices
Section titled “Best Practices”Troubleshooting
Section titled “Troubleshooting”Check role permissions and assignments.
- Verify user’s role assignment in Account Management
- Check role permissions in Configuration Centre
- Confirm required permissions are enabled for the role
- Test permissions with a test account if needed
Troubleshoot permission configuration issues.
- Verify permission changes have been saved
- Check for permission dependencies and prerequisites
- Ensure user has logged out and back in after changes
- Review system logs for permission-related errors
Resolve role editing and modification issues.
- Confirm you have Admin access to Configuration Centre
- Check if role is currently in use by active users
- Verify no system-level restrictions on the role
- Ensure proper admin permissions for role modification