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Roles

Roles allow you to group access to information of organizations or different functionalities according to the user who has logged in and their role, allowing several levels of permissions within the same role 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 the search results. Using the + New button, you can create new roles, and next to it, the Export button allows you to export the list in Excel format.

Detail view​

By clicking on an item in the roles table, you access the role view. In this view, several tabs will be displayed:

Details​

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The Details tab contains additional information about the role, such as the name, creation date, and the users who created and edited the role.

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

Permissions​

The permissions tab allows you to view, create, or edit permissions. In this table, you can configure a single group of permissions for each selectable organization. The selectable organizations would be the set of the organization being edited, its tenants, and children successively.

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Permissions are composed of:

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All organizations​

Allows applying the permissions to all organizations you have access to. In service provider use cases, it allows centralized permission management and replicating the changes to the managed client organizations.

Organization​

Allows you to add a single organization to apply the role that is being edited.

Portal permissions​

Allows you to select the level of access to the Portal at different levels:

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

Workspaces permissions​

Allows you to select the level of access to Workspaces at different levels:

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

Analyzer permissions​

Allows or denies access to Analyzer.

All reporting groups​

Allows applying permissions to all reporting groups you have access to. In service provider use cases, it allows centralized permission management and replicating the changes to the managed client organizations.

Reporting Group​

Allows you to apply permissions to the specified report group(s).

Users​

This table allows you to see the users assigned with this role and perform searches.

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