Roles
The information in this document is currently in BETA and subject to change.
The Roles resource details the various system roles that have been set up in the system. Each User who has access to the system belongs to a system role. Permissions and many other settings are set on a system role basis. The meta data attribute "currentRole" is a link to the Roles resource for the accessing user.
Resource Properties
| Scope Parameter | roles |
|---|---|
| Location | /roles |
| Methods | GET |
| Default Page Size | 50 |
| Max Page Size | 200 |
| Default Includes | None |
Resource Attributes
| Field | Description | Format | Required | Field Type | Notes |
|---|---|---|---|---|---|
| name | The name given to the system role. | string | true | default | |
| description | A description of the system role. | string | false | default | |
| The default monthly fee for system roles of this type. | number | true | additional | ||
| The currency code for the default monthly fee. | string | true | additional | ||
| Notes associated with default monthly fee. | string | false | additional | ||
| The override discount percent for this system role. | number | true | additional | ||
| Indicated if the system role has billing authority by default. | boolean | true | additional | ||
| Indicates if the HeadsUp feature is enabled for this system role. | boolean | true | additional | ||
| menusMain | A list of top navigation bar menu items this role has access to (space delimited) | string | true | default | Use this to enable/disable the corresponding features in your app. Example: "Home Actions Tasks Contacts" |
| menusActionDetails | A list of menu items this role has access to inside an action (space delimited) | string | true | default | Use this to enable/disable the corresponding features in your app. Example: "Overview Participants FileNotes" |
| rate | The rates resource associated to this system role. | string | false | link | |
| The policy resource associated to this system role. | string | false | link | Not Yet Implemented. |
Link Templates
| Identifier | Resource | Location Template |
|---|---|---|
| roles.rate | rates | /rates/{roles.rate} |
| roles.policy | policies | /policies/{roles.policy} |