This document outlines the step-by-step process for configuring role-based access in uKnowva using the Subadmin Modules and Sub Admin Access Rule features. Real-life use cases and ready-to-use configurations are also included.
Step 1: Configure Subadmin Modules
- Log in with uKnowva Admin Access.
- Navigate to the right-hand menu and click on Subadmin Modules.
- Click on Add New.
- Fill in the following fields:
- Module Name: A user-friendly name (e.g., Attendance - Team Atten).
- Component Name: Select the internal module (e.g., HRM Lite, recruitment, kraandratings).
- View Name: A technical view identifier (e.g., attendance).
- Tasks: Comma-separated list of actions (e.g., employees,downloadattendancereport).
- Published: Set to Yes & Click Save.
Step 2: Determine View Name and Tasks from Menu Manager
- Navigate to uKnowva Config > Menu Manager.
- Locate the relevant menu item.
- Look at the Menu Link:
- Extract View Name from view=XYZ.
- Extract Task Name from cmd=XYZ.taskname.
- Ignore any URL parameters after &.
Example 1:
index.php?option=com_workflowengine&view=workflowengine&cmd=workflowengine.myrequest
-
View: workflowengine
-
Task: myrequest
Example 2:
index.php?option=com_hrm&view=attendance&cmd=attendance.calendar
-
View: attendance
-
Task: calendar
Step 3: Assign Subadmin Access Rule
- Navigate to Sub Admin Access Rule from the right-hand menu.
- Click Add.
- Fill in the following fields:
- Admin Access Name: Give the rule a meaningful name.
- Admin Access Group / Users: Select target user group(s) or user(s).
- Exclude Groups/Users: Optionally exclude certain users.
- Modules: Choose the module configured in Step 1.
- Target Audience: Select All or Set as per profile field specific eg employees whose location is 'Mumbai Office'
- ePublished: Set to Yes & Save details.
Ready-to-Use Role-Based Configurations
The following configurations can be applied when you have multiple admins—such as location-wise HR—who need access to detailed information about their respective teams.
Sr. |
Module |
Subadmin Modules |
View Name |
Tasks |
1 |
Attendance |
Attendance - Team Atten |
attendance |
employees,downloadattendnacereport,dailyattendancereport,myteamsinfo |
2 |
Leave |
leave_applyleave |
leaves |
getUsersForWhomCanApplyLeave,submitleave |
3 |
Resignation |
resignation_module |
forms |
getUsersForWhomCanResign,exitform,teamresignation,exitclearancedeptlist,listexitclearancerequest |
4 |
KRA |
Kra_location |
kra |
listteam,listkra |
5 |
Appraisal |
Appraisal_location |
appraisals |
rollout,rateteam,reviewerratings |
6 |
Probation |
probation_location |
probation |
employee |
Notes:
- Always validate the view and task names using Menu Manager before configuration.
- Keep Subadmin Modules and Access Rules named consistently by location or role.
- Regularly review rules and modules to ensure they align with org structure changes.