Permissions Model

Progress Rollbase provides a flexible role-based permissions and access control system providing detailed control over what users see and the data each user can access. Roles can restrict access from the application level all the way down to the individual field level.

Roles and Role-based Permissions

Use roles to determine the permissions your users have to access applications, tabs, menus, objects, views, charts, reports, workflow actions and even specific fields. Assign different pages to each role providing a way to change the user interface based on the user logged in. Define as many roles as you need to represent all of the different types of users you will support. For example, you may have roles for HR Manager, Employee, Sales Representative, Sales Manager, Sales Executive, etc.

User-specific Permissions

While each user has an assigned role that determines a default set of permissions, you can override any role-based permissions by assigning user-specific permissions.

Organizational Structure and Group-based Permissions

For larger-scale implementations you can create and assign Groups to users allowing you to further refine which features and data each of your users can access based on hierarchical organization information such as location, department and function. See Organization Model...

Dynamic Record-Level Permissions

Progress Rollbase also allows you to define permissions for editing records and invoking workflow actions based on the current user's relationship to object records, providing more fine-grained control over application behavior. For example, only users assigned as Requisition owners should be able to edit that record or move it to the "Filled" status.

Page Assignments

With Progress Rollbase you have detailed role-based and user-based control over which object pages each user is presented with:

Role-based Page Assignments
Role-based page assignments allow you to assign specific pages to different roles. For example, if users with a specific role should a see a different version of the Employee Edit and New pages you can configure this by selecting the appropriate versions of each page for that role.
User-based Page Assignments
You can override role-based page assignments with user-based page assignments for more fine-grained control. For example, if a specific user should a see a different version of the Employee Edit and New pages you can configure this by selecting the appropriate versions of each page for that user.