Manage Permissions

Use the feature to create and manage user roles of the application. Each user role comes with a set of user permissions. For a particular role, user permission governs the set of customer roles a user has access to and a set of system permissions which govern the various activities a user can perform on the Spotlight application. The users who do not have access to a customer role will be able to view only selected information about those customers which excludes the personally identifiable information of a customer. This will help to restrict user access to the customer. We can also define CSR permissions which define what user can perform when he tries to access customer account on behalf of a customer the user has access to. All services exposed to client are governed by a set of permissions identified as a subset of customer entitlements and user CSR permissions. The resulting permissions decide whether a user can access a particular service or not.

The navigation menu and the various options on the screen are modified based on the permissions available for a user.

Permissions broadly fall under these categories:

  • Create
  • View
  • Modify or Update - This includes the option to deactivate and delete.

Use the feature to manage permissions.

Menu path: Employee Management > Permissions

The app displays a list of permissions. You can do the following:

  • View the list of permissions
  • View details of a permission
  • Edit permission details
  • Search for permission
  • Change the permission status (activate or deactivate)

ClosedSee the list of permissions per module associated with roles.

All the details within each tab are displayed, including groups and entitlements and any other information the role otherwise doesn't have access to.

Permissions Associated Module Description Super Admin Front Line Staff   Manager Operations   Business Comments 
ViewDashboard Dashboard Permission to view the dashboard relevant to the user's role. In 4.0, all users see the same dashboard  Yes Yes   Yes Yes   Yes
ViewUser Employee Management Permission View and Search for Internal Users Yes  Yes   Yes Yes  Yes Changed from ViewMember
UpdateMember Member Management Permission to search for any member and update their details Yes Yes   Yes No  Yes
CreateGroup Member Management Permission to create a new Member Group  Yes  No   No Yes  Yes 
ViewGroup Member Management Permission to view the list and details of Member Groups Yes No  No Yes  Yes
ModifyGroupStatus Member Management Permission to change the Active status of a Group Yes  No   No Yes   Yes
AssignMemberGroup Member Management Permission to add members to a group. This deals mainly with going to a group, looking up single or multiple members and adding them to the group. Not from the Member's profile page Yes  No   No Yes  Yes Front line staff can only add customers to specific groups from the Access Customers Page. Post MVP release, we can consider having Maker-Checker setup for these things in 4.1 or later
UpdateMemberGroup Member Management Permission to update a member's group (add and remove) from the member's details page  Yes No  Yes Yes  Yes
ViewMember Member Management Permission to search for a member and view his details Yes  Yes   Yes Yes  Yes
UpdateMemberContact Member Management Permission to update a selected member's contact details  Yes Yes  Yes No Yes
UpdateMemberEntitlements Member Management Permission to add new entitlements for a selected member  Yes  No   Yes Yes  No
CreateUpdateGroupEntitlements Member Management Permission to assign a service to a group  Yes  No  No  Yes  Yes
ViewRoles Employee Management Permission to view the list of roles and their details Yes  No  No  Yes  Yes
CreateRoles Employee Management Permission to create a new Role   Yes  No  No  No  Yes
UpdateRoles Employee Management Permission to change the users and permissions assigned to a role, change the role description  Yes  No  No  No  No This is on the Roles section
 ModifyRoleStatus Employee Management  Permission to change the Active status of a Role Yes  No  No  Yes  No
 ViewPermissions Employee Management Permission to view the list of permissions  Yes  No  No  Yes  Yes
 CreatePermission Employee Management Permission to create a new Permission  Yes  No  No  No  No
 UpdatePermission Employee Management Permission to update an existing permission, assign it to a new role or user Yes  No  No  No  No  This is from the Permissions section
 ModifyPermissionStatus Employee Management Permission to change the Active status of a Permission  Yes  No No  Yes  Yes 
 CreateUser Employee Management Permission to create a new internal user  Yes No  No  No  Yes
 AssignUsers Employee Management Permission to assign users to a role  Yes  No  No  No  No This is from the role's page - assigning users to a role
 AssignUserRole Employee Management Permission to assign a role to a user  Yes  No No No  No This is for an individual user and the option to assign a role to him
 AssignUserPermission Employee Management Permission to assign an explicit permission to a user Yes  No  No  No   No  This is for an individual user
 ModifyUserStatus Employee Management Permission to change the Active status of a user  Yes  No  No  No  Yes
 CreateService Master Data Management Permission to create a new service  Yes  No  No  No  No
 UpdateServiceDesc Master Data Management Permission to make changes to an existing service Description Yes  No  No  Yes   Yes
 UpdateServiceLimitsFee Master Data Management Permission to update the limits and fees for a service  Yes  No  No  No  Yes
 ModifyServiceStatus Master Data Management Permission to change the active status of a service  Yes  No  No  Yes   No
CreateAppContent Application Content Management

Permission to create or add new content to the following sections:

  1. Terms and Conditions
  2. Privacy Policy
  3. Outage Message
  4. FAQ
  5. Locations
  6. Customer Care
  7. Products
  8. List of Banks for Transfers 
  Yes No  No  Yes   No
 UpdateAppContent Application Content Management

 Permission to edit the content in the following sections:

  • Terms and Conditions
  • Privacy Policy
  • Outage Message
  • Secure Image
  • Security Questions
  • FAQ
  • Locations
  • Customer Care
  • Products
  • List of Banks for Transfers 
  Yes No  No  Yes   No
ViewAppContent Application Content Management

Permission to view the content in the following sections:

  • Terms and Conditions
  • Privacy Policy
  • Outage Message
  • Secure Image
  • Security Questions
  • FAQ
  • Locations
  • Customer Care
  • Products
  • List of Banks for Transfers 
  Yes Yes  Yes  Yes   Yes
ModifyAppContentStatus Application Content Management

Permission to change the active status of the following sections:

  • Terms and Conditions
  • Privacy Policy
  • Outage Message
  • Secure Image
  • Security Questions
  • FAQ
  • Locations
  • Customer Care
  • Products
  • List of Banks for Transfers  
 Yes  No  No  Yes   No
ViewMessages Messages Permission to view the Messages section (CSR Portal) and all its content  Yes  Yes  Yes  Yes   Yes
UpdateMessages Messages Permission to use all the actions in the messages (CSR Portal) section   Yes Yes  Yes  Yes   Yes
CreateMessageTemplate Messages Permission to create a new Message Template Yes  No  Yes  Yes   Yes
UpdateMessageTemplate Messages Permission to Edit and Delete the message template  Yes  No   Yes Yes   Yes
ChangePassword Employee Management Permission to update the password for their own profiles  Yes  Yes  Yes  Yes   Yes
UpdateUser Employee Management To Edit Internal User details Yes No No Yes Yes 
CreateMember Member Management To Create a new member - by uploading/importing CSV Yes No No No No 
AssignRolePermissions Employee Management To Assign Permission to a Role, Create Relation b/w role & permission Yes No No No Yes 
UpdateGroup Member Management To edit group details like name, description and status Yes No No Yes Yes 
ViewEntitlement Member Management To view list of Services Yes Yes Yes Yes Yes  no UI for this yet
ViewDashboard Dashboard To view the dashboard. If yes, this should be the default landing page for the user  Yes  Yes  Yes  Yes  Yes 
ViewAlerts Alerts To view the alerts and alert types available in the system Yes Yes Yes Yes Yes
UpdateAlerts Alerts To edit alerts and alert types name, description, status, etc Yes No No Yes Yes
CreateAlerts Alerts To create new alert and alert types Yes No No No No
ViewLogs Reports & Logs To view all the logs available in the audit logs module of Spotlight. If a user has this permission, he can also save log views. This Permission takes precedence over other log related permissions. Yes Yes Yes Yes Yes
ViewCustomerActivityLogs Reports & Logs To view only the Customer Activity Logs Yes Yes Yes Yes Yes
ViewTransactionLogs Reports & Logs To view only the Transaction Logs Yes Yes Yes Yes Yes
ViewAdminLogs Reports & Logs To view only the Admin user activity Logs Yes No Yes Yes Yes
ViewReports  Reports & Logs To view all the reports available in the reports module of Spotlight. This Permission takes precedence over other reports related permissions.  Yes No  Yes Yes  Yes
ViewUserReports Reports & Logs To view user related reports Yes No No Yes Yes
ViewTransactionReports Reports & Logs To view Transaction reports Yes No No Yes Yes
ViewMessageReports Reports & Logs To view Messages Reports Yes No Yes Yes Yes
CreateNewMessage Messages To create a new message thread. This permission does not affect the capability to reply to a message. It specifically refers the option to create a new message by clicking on the "Create New Message Button" Yes No Yes No Yes
CSRAssist Member Management To use the CSR Assist functionality for a selected customer/member Yes No Yes No Yes

View Permissions List

The app displays the list of permissions available in the application.

Menu path: Employee Management > Permissions

The permissions list is represented as rows with the following details: name, description, number of roles it is assigned to, total number of users it is assigned (through Customer Roles module and Permissions module), and status.

You can sort the list by any of the column names except description and status using the sort icon ( denotes sorted by that column). It is possible to filter the list by the status of the permissions.

Pagination is available and you navigate to any required page by choosing from the list. You can also choose the number of records that should be displayed on a page (for example, 10, 50, or 100).

You can do the following:

View Permission Details

Use the feature to view the details of the selected permission and edit the details if required.

Menu path: Employee Management > Permission > Click a row

The app displays the following details on the View Permission screen:

  • Permission name
  • Status: It can be active or inactive
  • Valid till date
  • Permission description
  • Edit the details
  • Roles associated with the permission (for example, Manager) on the Roles tab with role name and description. Sort the name using the sort icon (denotes sorted by that column).
  • Users assigned to the permission on the Users tab with full name, user name, email ID, updated by, and updated on date and time. The list displays the users that are assigned through the Permissions module. Sort the details by the column name using the sort icon ( denotes sorted by that column).

Edit a Permission

Use the feature to edit a permission, and optionally associate with roles and users.

Menu path: Employee Management > Permissions > View Permission screen > Edit

The View Permission screen comprises three tabs to edit the required information - Permission Details, Assign Roles, and Assign Users.

Permission Details

Edit the following details:

  • Name of the Permission
  • Description
  • Activate or Deactivate
  • You can proceed to associate the permission with roles by using the Next button or the Assign Roles tab (this step is optional), or save the permission details directly.

NOTE: You can cancel the process at any time. The changes are not saved.

Assign Roles

The app displays the list of available roles.

  • From the list of available roles, select the required roles. Use the search option to search for a particular role. You can also use the Add All option to select the entire roles list.
  • The roles are added to the selected roles list.
  • You can remove the role from the selected roles list to select another role from the available roles list. You can also use the Remove All option to remove all the selected roles.
  • You can proceed to assign users to the permission by using the Next button or the Assign Users tab (this step is optional) or save the details directly.

Assign Users

The app displays the list of active users that you can assign to the permission.

  • From the list of users, select the required users. Use the search option to search for a particular user. You can also use the Add All option to select the entire user list.
  • The users are added to the selected users list along with the users already assigned to the selected permission.
  • You can remove the user that you assigned from the selected users list to select another user from the available users list. You can also use the Remove All option to remove all the selected users.
  • Save the details.

An email notification is sent to the user about the changes.

Search Permission

Use the search option to search for a particular permission using search criteria and download the list of matching records as an excel file, if required.

Menu path: Employee Management > Permissions > Search

Enter the search keyword (permission name) in full or in part. The app displays the records matching the criteria automatically.

You can sort the list by Name, Roles, Users, or Status.

Click Download List to download the list of permissions matching the search criteria as an excel file, if required.

Update Permission Status

Use the feature to update the permission status.

Menu path: Employee Management > Permissions > Contextual menu

Click the contextual menu available on each row and update the status based on the current status of the permission. The following statuses are available: Activate and Deactivate. For example, if the current status of permission is Active, you can deactivate permission.

On the confirmation screen, confirm the action. The status of permission is updated as required.


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