User Roles

Efficient Group-Level Permission Management with User Roles on the Platform

The User Roles feature on the Platform simplifies the process of organizing users and assigning group-level permissions. This function is essential for managing access rights efficiently across different user groups.

Steps to Create New User Roles:

  1. Access User Roles:

    • Go to User Roles under the Permissions sidebar menu.

  2. Create a New Role:

    • Click ‘+ New Role’ in the top right-hand corner.

  3. Name the Role:

    • Enter a suitable name for the new user role.

  4. Set Permissions:

    • Choose permissions for the role from the ‘Permission rules’ list.

    • You can select any combination of rules to tailor the role to specific needs.

  5. Save the Role:

    • Click ‘Save changes’ to finalize the role and its permissions.

Example to Create a Read Only Role:

  • Enter client tenant.

  • Select Permissions > User Roles

  • Select + New Role

  • Enter Name and description to show read only user (for example “Client View Only”)

  • Under Assets tick the “View All Company Assets”

  • Under Results tick the “View All Results within Tenant”

  • Under Projects tick the “View Any Project within Tenant”

  • Save Changes

Managing User Roles:

  • View and Edit Roles:

    • User roles are organized by name in a table format.

    • To modify a role's permissions, select the desired group from the table.

Assigning Users to Roles:

Streamlining Access Control:

By utilizing User Roles, you can effectively manage group-level permissions, ensuring that each team or user group has appropriate access rights. This approach enhances both security and operational efficiency on the Platform.

 

Read more

How to Add Users

An Introduction to Permissions