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Version: 24.10

Roles

Roles allow grouping access to the organization's information or the different functionalities of the platform, according to the user who has logged in. Within the same role, multiple levels of permissions can be assigned in different organizations.

Create a new role​

To create a new role, click on the New button. A form will open requesting a name for the new role. Once assigned, it will appear in the roles table.

Roles table​

The roles table displays the following information:

  • Name: name assigned to the role
  • Assigned users: users who have that role assigned
  • Assigned tenants: users who have that role assigned
  • Created by: user who created the role
  • Updated by: user who updated the role information
  • Created on: date the role was created
  • Updated on: date the role was updated
  • Action: allows access to View detail and Permissions

Table interactivity​

The roles table is characterized by its interactivity with the user. Clicking on Permissions will display a subtable from where you can access direct information about the permissions assigned to that role in the Portal and in the Workspaces and Analyzer modules, as well as the tenants assigned that permission.

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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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