User Roles
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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:
Access User Roles:
Go to User Roles under the Permissions sidebar menu.
Create a New Role:
Click ‘+ New Role’ in the top right-hand corner.
Name the Role:
Enter a suitable name for the new user role.
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.
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:
Add Users to Groups:
After creating a user role, the next step is to assign users to it.
Click here to learn how to assign users to roles Adding Users to User 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.
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