Roles
Each Workspace can have its own set of roles and users can be mapped to multiple roles across multiple Workspaces
A Role represents a specific set of privileges assigned to it, within the application. Different Role are created with different set of privileges mapped to them. Roles are assigned to users enabling them to perform different tasks, within the limit of the privileges assigned. Assigning user roles controls the actions each user can perform in the system, streamlining their workflow.
This Admin feature helps to create new Roles and edit/delete existing Roles.
Click on the ‘Roles’ tab of the ‘Security Admin’ main interface to display the following screen.
There are no predefined privileges assigned to roles by default; all privileges must be manually assigned by the administrator.
Whenever a new workspace is created, ViVE automatically generates four default roles to help users easily understand the roles and their purposes.
Administrators can choose to use these default roles or create custom roles as needed.
The following details for each of the roles are displayed in the table:
Role
Description
Workspace
View Users
View Privileges
Created On
The following Operations can be performed on the displayed Roles:
Edit
Delete
The Names of the Roles are displayed in the first column. A brief description of the Role is displayed in the second column.
The ‘Workspace’ column displays the list of workspaces attached to this Role.
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Add Roles
Click the ‘Add New’ button to display the following screen:
Enter name of the new Role in the ‘Role name’ filed and a brief description for the Role in the ‘Description’ filed.
Select a Workspace to be mapped to the Role from the ‘Workspace’ list.
Click the ‘Save’ button to save the data and create the new Role with the name given.
Note: Once, the new Role is created, mapping of Privileges can be done using the ‘Role Privileges’ feature.(explained in separate sections)
Add Bulk Roles
Multiple Roles can be added by uploading the file containing the Role details in the given format. The template can be downloaded using the ‘Click here to Download’ hyperlink.
Click on the ‘Add Bulk Roles’ button to display the following screen
Upload the file containing the data in the given template using the ‘Upload Data’ field.
Choose the Workspace to be mapped from the ‘Workspace’ Drop Down list.
Click the ‘Create’ button to create the Roles with the details uploaded in the given format.
Edit Roles
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The following fields will be displayed at the bottom of the screen, which can be edited.
Role Name
Description
Workspace
Edit the required fields and click the ‘Save’ button to effect the changes made.
Delete Roles
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The following confirmation message will be displayed
Click the ‘OK’ button to confirm the deletion or click the ‘Cancel’ button to revert.