This dataset is located in the left column, under the Clients section. The linkage of roles to types of clients is necessary so that employees with different roles can see only specific types of clients.
Upon opening the dataset, a table with the following columns will appear:
Id - This displays the ID of the link in the database. When a new row is added, this value is generated automatically and there is no need to edit it later. This value may be useful, for example, when submitting a request to technical support.
Client type - The selected type of client.
Role - The selected role.
Detailed Description
Users cannot change or view their role. Changes to the user's card are made by technical support or by an employee who has access to the Admin Panel. The user's role can be viewed in the Users section, by clicking on the eye icon next to the interested user in the General section.
Modified – Displays the date of the last modification of the row. The time is displayed in Greenwich Mean Time (UTC 0).
To add a new link, click on the + Add icon in the upper right corner. After clicking, a window will open where you can fill in the following fields:
Id – This field is not editable; it will automatically be added when saving a new row.
Client type - a mandatory field, dropdown list. Only those client types that have already been added in the corresponding dataset can be chosen.
Role - a mandatory field, dropdown list. Only those roles that have already been added in the corresponding dataset can be chosen.
Modified – a non-editable field, set automatically after any modification or addition of the row.
After entering all necessary fields, you can click Save to save the data, click Save and Add More to save the data and open a new window for filling, or Cancel if the data does not need to be saved.