A Role is a shared level of responsibility that can be assigned to multiple users.
Role Permissions / Security
A Role must be assigned a Security Level to determine the functions that can be performed by users that are added to that role.
See Role Security Levels for further details including a list of actions that can be performed by a Role with each of the Security Levels.
Who can create and edit Roles?
Roles are created and edited by any user that belongs to a Role that has the Domain Admin or Security Admin security level.
How many Roles can I create for my Domain?
There is no limit to how many Roles a Domain can administer however it is advisable to limit Roles to an amount that is manageable and which fit within your business processes.
Every Domain is given a list of Default Roles. These are listed below. Default Roles can be edited and deleted if required.
|[Domain Name] Administrators||DomainAdmin||Default Role for managing Domain Settings and Domain Connections|
|[Domain Name] Security Administrators||SecurityAdmin||Default Role for managing Users, User Roles and Asset Libraries|
|[Domain Name] Workflow Users||WorkflowUser||Default Role for completing work and access to search all activities in the domain to which the role is administered.|
|[Domain Name] Users||User||Default Role for completing work in the system. Users with this role cannot perform a global search within the domain and only has access to asset libraries that have been made visible to the role.|
How many Roles can be assigned to a User?
You can assign as many Roles to one user as required. For example, a user may be a 'legal representative' but also may be a 'user role administrator'. In this example, the user would have two roles:
- Role Name: Legal Representative, Security Level: User
- Role Name: Project Manager, Security Level: Activity Manager
How do I know which Role I have?
Follow the steps below to find out which Roles you have been assigned.
- Click on your profile picture at the top right corner of the window to display your Profile Menu
- Next, click Account
- Within My account, click the Account Info tab
- Your assigned Roles are listed, displayed against the Domain to which those Roles belong and are administrated.
Can I belong to a Role administered by another Organisation?
It is possible that an administrator from another Domain (Organisation) has added you to a role within their own Domain. The Domain to which each role belongs is listed 'Account info' section of your user profile settings.