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Managing RolesLocate this document in the navigation structure

Use

A role determines the permissions that are required by a user to use specific entities, relationships, and attributes. For each role, the administrator defines which specific entities, relationships, and attributes are included in or excluded from the role.

After defining the required roles, the administrator assigns roles to entities. This is intended for bulk role assignment. An entity type must have a role assignment in order for users to see results.

The administrator can also assign roles to a single user. For example, when it is necessary to update the roles assigned to a specific user as a result of a change in the user's position in the company.

People Explorer comes with the following basic roles:

  • Standard Users - This role includes only client operations on entities that are specific to the user's function in the organization.

  • Administrator - This role includes administrative permissions to perform operations that affect other entities in the organization.

  • All Roles - This role includes permissions to perform all tasks defined in the organization.

You can create additional roles, if necessary. For example, you may want to create a Manager role with more permissions than an Employee role.