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Version: 24.9

Roles

Roles allow grouping access to organizational information 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, you can search and filter roles. 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 role table takes you to the detail view, where the following tabs will be displayed:

Details​

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

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

Permissions​

Through Permissions you can view, create, or edit permissions. In this view, you can configure a unique group of permissions 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​

It allows you to apply the permissions to all the organizations you have access to. In service provider use cases, it allows you to centrally manage permissions and replicate changes to the client organizations you manage.

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

Tenant​

It allows you to add the role being edited to a single organization.

Portal Permissions​

It allows you to select access level to Portal at different levels:

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

Workspaces permissions​

Allows you to select the workspace access level:

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

Analyzer permissions​

Gives the option to allow or deny access to Analyzer.

All reporting groups​

It allows you to apply permissions to all reporting groups you have access to. In service provider use cases, it allows you to centrally manage permissions and replicate changes to the client organizations you manage.

Reporting Groups​

It allows you to apply permissions to specified reporting 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 search.

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