User Role
User Role allows administrators to create, update, and delete user roles. Roles are used to define user levels and organize access permissions inside the iBoard administrator system.
Use this page when you need to manage access levels such as general users, administrators, or custom role groups.
Overview
The User Role screen is divided into two main areas: Role List and Detail. The Role List displays existing roles, while the Detail panel is used to create a new role or update the selected role.
| Area | Description |
|---|---|
| Role List | Displays registered user roles and provides update or delete actions. |
| Detail | Creates a new role or updates the selected role. |
| Search | Searches roles by visible list values such as number, level, or name. |
| Entries Per Page | Controls how many role records are displayed at once. |
Role List
The Role List table shows all registered roles. Each row contains the role number, level, name, and available actions.
Role List Columns
| Column | Description |
|---|---|
| No. | Internal role code or role number. |
| Level | Numeric level used to determine the role priority or permission level. |
| Name | Display name of the role. |
| Actions | Provides update and delete actions for the selected role. |
Default Role Examples
A typical iBoard installation may include roles such as:
| No. | Level | Name | Purpose |
|---|---|---|---|
| 0000 | 0 | None | Default or unassigned role. |
| 0100 | 100 | User | General member or normal user role. |
| 0900 | 900 | Administrator | Administrator role with higher access level. |
Role level values should be planned carefully because they may be used to compare user access levels.
Detail Panel
The Detail panel is used to create a new role or update an existing role. When you click Update from the Role List, the selected role information is loaded into this panel.
Detail Fields
| Field | Description |
|---|---|
| No. | Role number or role code. This value identifies the role internally. |
| Level | Numeric role level. Higher values usually represent higher access levels. |
| Name | Role display name, such as User, Manager, Staff, or Administrator. |
| Save | Saves a new role or updates the selected role. |
Create a Role
- Open Admin > User > User Role.
- Go to the Detail panel.
- Enter the role number in the No. field.
- Enter the numeric access level in the Level field.
- Enter the role name in the Name field.
- Click Save.
- Confirm that the new role appears in the Role List.
Update a Role
- Find the role in the Role List.
- Click Update.
- Review the loaded role information in the Detail panel.
- Modify the level or name as needed.
- Click Save.
- Confirm that the updated role appears correctly in the list.
Delete a Role
- Find the role in the Role List.
- Click Delete.
- Confirm the deletion if prompted.
Before deleting a role, confirm that no active users are assigned to that role. Deleting a role that is still assigned to users may cause access or display issues.
Recommended Role Level Design
Use a consistent numbering rule for role levels. This makes future permission checks easier to understand.
Example:
0 None
100 User
300 Staff
500 Manager
700 Site Manager
900 Administrator
Leave enough spacing between role levels so additional roles can be added later.
Common Use Cases
| Use Case | Recommended Action |
|---|---|
| Create a general member role | Create a role with a low level, such as 100. |
| Create a staff role | Create a role with a middle level, such as 300 or 500. |
| Create an administrator role | Create a high-level role, such as 900. |
| Rename a role | Click Update, change the name, then save. |
| Remove unused roles | Delete only after confirming that no users are assigned to the role. |
Important Notes
- Role numbers should be unique.
- Role levels should follow a clear numeric structure.
- Higher role levels usually indicate stronger permissions.
- Do not delete default roles unless you fully understand the access rules.
- Check user assignments before deleting a role.
- After changing a role, review affected user accounts.
Troubleshooting
| Problem | Possible Cause | Solution |
|---|---|---|
| Role does not appear in the list | The role may not have been saved, or search filtering may be active. | Clear the search field and confirm that Save completed successfully. |
| Cannot save role | No., Level, or Name may be missing or invalid. | Check all required fields and try saving again. |
| Role changes do not affect users | User accounts may still be assigned to another role. | Open the user profile and confirm the assigned User Role. |
| Delete fails | The role may be protected or still assigned to users. | Remove or reassign users from the role before deleting it. |
| Access permission looks incorrect | The level value may not match the expected permission logic. | Review role level design and permission checks in the system. |
Best Practices
- Use simple and clear role names.
- Use consistent numeric levels for permission hierarchy.
- Do not reuse the same role number for multiple roles.
- Keep default roles stable unless there is a clear reason to change them.
- Review user role assignments regularly.
- Document custom roles so other administrators understand their purpose.
User roles control how users are grouped and how access can be managed. Plan role levels carefully before assigning them to real users.