Managing Roles
Roles are used to manage the permissions and the level of access for a type of user. An individual role allows for the following aspects to be defined:
- The permission level:
This controls which menu options and functions are to be available to the role.
- The access control:
This controls which content is visible to the role.
- The access level:
This controls the level of access to the visible content (i.e. read only, use or manage).
- The Reporting access level:
This controls which reporting folders are visible to the role on the "My Reports" option.
Any number of roles can be created and then these are assigned to the users, ensuring that all users with the same role can see the exact same content and perform the same functions and actions.
When a role changes, and new options are to be made available or revoked, or access to more or less content is to be implemented, then this can be done at the role level, and is automatically applied to all users with that role.
If the Multi Role functionality is enabled, then individual roles can also be grouped within role groups. For further details, see Managing Role Groups.
To start working with Roles, select My Account followed by Manage Roles.
Note: To access this page, you need to have the Manage Roles permission set.
Note: Certain roles are automatically provided by default, such as Template Author and End user. These should not be removed, but Elateral recommends that these are reviewed and amended accordingly.