Role Details

How to create a New Role

This page helps define access authority for modules, pages, objects and objects' attributes or properties for a given Role. Additional specific access (i.e., access to a collection of object) can also be set for a Role . Collections are defined using filters (e.g., objects with permissible purpose EQUAL TO ‘Underwriting’ can be defined as a collection). Once a Role is created, it is assigned to the user.

How to create a New Role

• Click on Settings

• Click on Roles option and click on Create to create a new role

• A module and/or a specific page of the module can be Enabled, Disabled or Hidden for a given Role.

  • Enable: Allow to access
  • Disable: Show but not make it inactive (i.e., clickable)
  • Hidden: Hide (i.e., not visible)

• Select appropriate option to provide Module Access (Enable/Disable/Hidden) and Object Level Authority (Read/write/approve) to a Role

• There is an advance filter available (Additional Specifications) for some of the objects that can be used to grant users privileges that are limited to specific collections of objects.

• Switch on the toggle button to set the Additional Specifications. To define a collection, switch on the toggle button for Collection
• User can be granted Read, Write, Approval or Superuser rights on an object
• A Superuser role can be granted by checking the Superuser checkbox (Refer superuser section)

• Define the collection using rules (i.e. LHS, Operator and RHS)
• Click on the + sign for additional conditions
• On the LHS, access can be given for Groups, Permissible Purpose, Keywords and Status

• Select the appropriate Operator

• Select the appropriate value for the RHS field
• Click on Create

Knowing Superuser capability

By default, the accesses granted through a role only apply to the objects that either the user have authored or those have been accessed through a share event. This access can be extended to other objects not owned by or shared with the user by adding a superuser entitlement to the role

Superuser entitlement can be granted using the following process:

• Creating a Role or enabling the existing role as Superuser

• Assign Superuser access to the role

• Assign the role to a User

Example

Please refer the video on Customer Portal on setting up the Role access: Role creation