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Version: 24.9

Roles

Roles allow grouping access to information from organizations or different functionalities according to the logged-in user and their role. Within the same role, multiple levels of permissions can be assigned in different organizations.

List view​

The list view allows you to view or export existing roles, as well as create new ones:

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At the top of the list, roles can be searched and filtered. The New button allows you to create new roles and Export downloads the list in Excel format.

Detail view​

Clicking on an item in the roles table will bring you to the detail view, which will display the following tabs:

Details​

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The Details tab contains additional information about the role: name, number of users and tenants assigned to the role, creation and update dates, and the user who created it.

At the bottom right, the Clone button allows you to copy and reuse the role. Edit gives the option to change the role's name.

Permissions​

Through Permissions, you can view, create, or edit permissions. In this view, a single group of permissions can be configured for each selectable organization.

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The New option allows you to create a new permission with the following information:

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All tenants​

Allows applying permissions to all organizations that have access. In service provider use cases, it allows managing permissions centrally and replicating changes to client organizations that are managed.

When a role mixes permissions applied at the "All tenants" level and specific configurations of an organization, which can be different, the more specific permission wins. In this way, you can make a default configuration for all organizations and overwrite those that require modifications.

Tenant​

Allows adding the role being edited to a single organization.

Permissions in Portal​

Allows selecting the level of access to Portal at different levels:

  • User: can view but not modify information.
  • Organization administrator: can view and change organization information.

Permissions in Workspaces​

Allows you to select the level of access to Workspaces:

  • Level 1: allows access to all the tools of the Level 1 group.
  • Level 2: allows access to all the tools of Level 1 and Level 2 groups.

Permissions in Analyzer​

Gives the option to allow or deny access to Analyzer.

All reporting groups​

Allows applying permissions to all report groups that have access. In service provider use cases, it allows managing permissions centrally and replicating changes to client organizations that are managed.

Reporting Groups​

Allows applying permissions to specified report groups; it can be more than one.

Users​

This table allows you to see the users assigned to the role and provides the option to perform searches.

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