How To Build One Application for Every Role

Company employees are spread across many roles: C-level execs, upper management, middle management lower management, and then of course those that actually do the work.  

Enterprise web applications, of course, have to provide functionality (and restrictions) to match each user’s roles and responsibilities. For example, in a sales application, a sales rep may be able to submit a sales forecast, and the sales manager may be able to approve or reject their forecast.

In Reify, creating one application to meet all user’s needs is easy. Follow these simple steps:

Create Users and Roles

Start by clicking the Users and Roles icon

Choose to Edit Roles …

Then add the roles you need for your application.

Choose to Edit Test Users.

Then create users using the roles you just added.

Leverage Users and Roles

Users and roles can be leveraged in several ways. For example, to:

• Hide / show components, fields, columns, tabs, buttons, etc.
• Enable / disable components, fields, columns, tabs, buttons, etc.

This can be done by creating dynamic rules, actions, and workflows.

In this example, the Submit button is visible only when the role is User, and show the Approve and Reject buttons are visible only when the role is Manager. As you can see, it couldn’t be easier.