A role defines a set of permissions for actions and/or objects available for users within Connect and may be applied to objects as well. A role may be assigned to multiple users and multiple objects, however a user can have only one role assigned.

Anchor
creating-a-role creating-a-role

Creating a role

To create a role: 

1. Choose the drop-down arrow to the far right of the menu bar. 

2. Choose Edit Users/Roles. 

3. In the Users and Roles window, in the Roles tab, choose Add. 

4. In the Edit Role window, enter the Name of the role you are creating. 

5. The Expires date defaults to one year from the current date, however you can edit this date.  When the role expires, the user will no longer have access to Connect.

6. Under the Permissions section, choose the permissions that users assigned to this role will have. 
   If you have several checkboxes to mark, choose the Admin checkbox to mark all of the checkboxes and then remove the marks you don't need.

7. Choose OK.

Anchor
files_working_with_roles_htm_edi_9001 files_working_with_roles_htm_edi_9001

 

Anchor
editing-a-role editing-a-role

Editing a role

To edit a role:

1. Choose the drop-down arrow to the far right of the menu bar. 

2. Choose Edit Users/Roles. 

3. In the Users and Roles window, in the Roles tab, choose a role, and then choose Edit. 

4. In the Edit Role window, you can edit name, expiration date, and/or permissions. 

5. Choose OK.

Deleting a role

To delete a role:

1. Choose the drop-down arrow to the far right of the menu bar. 

2. Choose Edit Users/Roles. 

3. In the Users and Roles window, in the Roles tab, choose a role, and then choose Delete. Users assigned to this role will not have log in Connect. 

4. Choose Yes in the confirmation window.
5. Choose OK.

Anchor
files_working_with_roles_htm_app_2563 files_working_with_roles_htm_app_2563

 

Anchor
applying-a-role-to-an-object applying-a-role-to-an-object

Applying a role to an object

Roles can be applied to objects to limit a specific set of objects/devices to users who have been assigned to the same role. Users with the Admin role will be able to see all of the objects. Multiple roles may be applied to objects. The  Object role application rules  table indicates if roles may be applied at the top level and the inheritance (if any) to children. 

To apply a role to an object: 
In this example, a role is applied to a Site.

1. Choose the Configuration Explorer  icon, and then expand Campuses and then expand the campus name.  

2. Right-click on the Site name. 

3. Choose Edit Roles.

4. In the Object Role Editor, mark/unmark the Can Read and/or Can Edit checkboxes next to the roles. 

    Your user role will not be visible.
5. Choose OK. All Areas beneath this Site will have the same roles applied.
6. If you apply roles to a level above the Site, a message asks if it is okay to apply the changes to all of the selected objects, which are the children beneath the object that is selected based on the rules defined in the Object role application rules  table.

• • Choose Yes and the children beneath this level will be updated to the roles applied at this level.
  • Choose No to return to the Object Role Editor and then choose Cancel to close the window.

Anchor
object-role-application-rules object-role-application-rules

Object role application rules

There are different rules for the top-level objects and how (or if) a role affects the object's children.