Roles#

Administration.Security

The list of Roles is available by selecting the Roles label on the landing page of the Security page.

The Roles page displays general information on the specific Role. In addition it enables the user to perform all the operations that can be performed on a specific Role. The Details view will display some or all of the following page sections:

• Details - displays general information on the Role.
• Members - displays information on the Users or other Roles that belong to the Role.
• Features - displays information on the Features to which the Role has access.
• Services - displays information on the Services to which the Role has access.
• Data Groups - displays information on the Data Groups to which the Role belongs.
• Report Folders - displays information on the Data Groups to which the Role has access.

Creating a Role#

Role.Create

To create a Role in the application - note that the role must exist in the Active Directory - it's necessary to choose the Roles page and select the Create button in the ribbon:

1. Provide the name for the Role.
2. Optionally provide a description.
3. Optionally enter a auto-lock timeout value (in seconds) which applies by default for every user which has this role defined as the primary role. Note that this value is overridden by the user level auto-lock timeout value.

4. Optionally specify a Distribution List where emails will be sent when notifying role.

   Note

   If a Distribution List is defined, it must be well formed - it must contain valid email addresses, and if multiple email addresses are provided, they must be separated by a semicolon.

5. If the Role is an Active Directory Role, the Is Active Directory Group checkbox must be checked. Note that in this case the Name must match exactly the Active Directory group name

6. If the Role is defined as an OAuth Scope Role, the Is OAuth Scope checkbox must be checked for proper authorization when using the appropriate Security Portal strategy.
7. Select Create to complete the transaction.

Editing a Role#

Role.Edit

To edit a Role, it's necessary to:

1. Open the Role page.
2. Open the wizard by selecting Edit on the top ribbon.
3. Make the necessary changes.
4. Commit the data to the database by choosing Update.

Deleting a Role#

Role.Delete

To delete a Role, it's necessary to:

1. Open the Role details.
2. Select the Delete button.

Assigning Users to a Role#

Role.Edit

To assign one or more Users to a Role is necessary to:

1. Open the Role details and navigate to the Members section in the Role details page or select the Roles in the Role list page.
2. Select the Assign dropdown button and select Users.
3. Choose the desired Users to be assigned the current Role.
4. Select Assign to complete the Wizard.

Unassigning Users from a Role#

Role.Edit

To unassign one or more Users from a Role is necessary to:

1. Open the Role details and navigate to the Members section in the Role details page.
2. Choose the Users you wish to unassign from the Role and select the Unassign dropdown button, followed by Users.
3. Select Unassign to complete the Wizard.

Assigning Roles to a Role#

Role.Edit

To assign one or more Roles to a Role is necessary to:

1. Open the Role details and navigate to the Members section in the Role details page or select the Roles in the Role list page.
2. Select the Assign dropdown button and select Roles.
3. Choose the desired Roles to be assigned the current Role.
4. Select Assign to complete the Wizard.

Unassigning Roles from a Role#

Role.Edit

To unassign one or more Roles from a Role is necessary to:

1. Open the Role details and navigate to the Members section in the Role details page.
2. Choose the Roles you wish to unassign from the Role and select the Unassign dropdown button, followed by Roles.
3. Select Unassign to complete the Wizard.

Assigning Services to a Role#

Role.Edit

To assign one or more Services to a Role is necessary to:

1. Open the Role details and navigate to the Services section in the Role details page or select the Roles in the Role list page.
2. Press the Assign button.
3. Select the desired Services to be assigned the current Role.
4. Press Assign to complete the Wizard.

Unassigning Services from a Role#

Role.Edit

To unassign one or more Services from a Role is necessary to:

1. Open the Role details and navigate to the Services section in the Role details page.
2. Choose the Services you wish to unassign from the Role and select the Unassign button.
3. Select Unassign to complete the Wizard.

Assigning Features to a Role#

Role.Edit

To assign one or more Features to a Role is necessary to:

1. Open the Role details and navigate to the Features section in the Role details page or select the Roles in the Role list page.
2. Select the Assign button.
3. Choose the desired Features to be assigned the current Role.
4. Select Assign to complete the Wizard.

Unassigning Features from a Role#

Role.Edit

To unassign one or more Features from a Role is necessary to:

1. Open the Role details and navigate to the Features section in the Role details page.
2. Choose the Features you wish to unassign from the Role and select the Unassign button.
3. Select Unassign to complete the Wizard.

Assigning Data Groups to a Role#

Role.Edit

To assign one or more Data Groups to a Role is necessary to:

1. Open the Role details and navigate to the Data Groups section in the Role details page or select the Roles in the Role list page.
2. Select the Assign button.
3. Choose the desired Data Groups to be assigned the current Role.
4. Choose the Access Mode for each of the Data Groups to assign to the current Role.
5. Select Assign to complete the Wizard.

Unassigning Data Groups from a Role#

Role.Edit

To unassign one or more Data Groups from a Role is necessary to:

1. Open the Role details and navigate to the Data Groups section in the Role details page.
2. Choose the Data Groups you wish to unassign from the Role and select the Unassign button.
3. Select Unassign to complete the Wizard.

Assigning Report Folders to a Role#

Role.Edit

To assign one or more Report Folders to a Role is necessary to:

1. Open the Role details and navigate to the Report Folders section in the Role details page or select the Roles in the Role list page.
2. Select the Assign button.
3. Choose the desired Report Folders to be assigned the current Role.
4. Choose the Access Mode for each of the Report Folders to assign to the current Role.
5. Select Assign to complete the Wizard.

Unassigning Report Folders from a Role#

Role.Edit

To unassign one or more Report Folders from a Role is necessary to:

1. Open the Role details and navigate to the Report Folders section in the Role details page.
2. Choose the Report Folders you wish to unassign from the Role and select the Unassign button.
3. Select Unassign to complete the Wizard.