Configuring Roles


WIN-911 introduces the new concept of Roles, a way of categorizing and developing logic for notification and reporting. The Role setting is user-defined and not required to configure, it is used to simplify Tactic configuration and adds a level of convenience for adding new users to your connection definitions.   In the following document, we will discuss the following subjects:

  • Creating a Role
  • Configuration
  • Implementation

With this information, you will a better understanding of how to efficiently utilize this new feature of WIN-911


Creating a Role


Opening the WIN-911 GUI, you can navigate to Contact > Roles to bring up the Roles workspace. In the example below, we have several Roles already configured.



Hitting the "+" icon will take you to the Role Creation window as shown below. 


 


In the Role window you can give your role a name, description (optional) and edit the foreground (text) color and background color for the role label.



You will also see a Used By section that will have connections listed once you assign this role as seen in the example below.


Configuration


You can assign your configured Roles to connections in Directory -> Select the user to assign a role, click the "+" icon under the Roles heading.



Clicking the "+" icon will bring up the window shown below. Once there, you can click multiple selections, or click the top-left checkbox to select all Roles.



Hit the checkmark to save your selection


 

Implementation


With your Roles created, you can now assign Connections to the Notification Policies by selecting Notification Policies under the menu.



Hit the "+ Add Connection" button to pull up the Select Connections Window



This Window allows you to see all created connections and their assigned roles. Using this screen you can select connections based on a Role Filter.


 


You'll notice in the screen below that only connections with the Manager role show up as we applied a filter for the "Managers" Role. 


 


Utilizing the Roles on the Notification Policies page with Role Filters will help to expedite the configuration process.




Technical Support


To create a support case, you will need either your Customer Care Code or your Serial number. You can create a Case online or contact the product support line: (512) 326-1011.