Roles and Permissions

In this tab, the user can edit the existing roles and permissions and add new roles & users.
NOTE: By default, admin and unassigned roles are created with a new customer onboarding setup or tenant setup. The user can view only these two roles in the application.
Perform the following steps to edit the existing roles and permissions, add a user, and delete a user from the role:
  1. On the left navigation menu, drop-down the
    Configuration
     menu and click
    User Management
    .
  2. In the
    Roles and Permissions
     tab, select the required role from the
    Role List
    .
  3. In the
    Role Details
     section, click
    Edit Role
    .
  4. Edit the name and description of the role.
  5. In the
    Role Permissions
     section, select the required
    Dashboard Permissions
     and
    Configuration Permissions
     (
    Add
    ,
    Modify
    , and
    Delete
    ) checkboxes.
    Edit Role
  6. In the
    Active Users
     section, click
    Add User
     to add users to the role.
  7. In the
    Add User
     dialog, select the required
    User Name
     checkboxes and click
    Add User
    .
    Add User
  8. To delete a user from the role, click the [] icon on the required user.
  9. In
    Confirmation: Remove the user from the Role
     dialog, click
    Remove
    .
    Remove Confirmation Message
  10. Click [Save].
    The "
    Role has been modified successfully
    " message is displayed.
Perform the following steps to add a new role:
  1. On the left navigation menu, drop-down the
    Configuration
     menu and click
    User Management
    .
  2. Click
    Add Role
    .
  3. In the
    Add New Role
     dialog, under the
    Roles Details
     tab, set these parameters:
    • Role Name
      : Provide the role name.
    • Role Description
      : Provide a description of the role.
  4. Click
    Next
    .
    Role Details Tab
  5. In the
    Configuration Permissions
     tab, under
    Dashboard Permissions
    , select the required permission checkboxes.
  6. In the
    Configuration Permissions
     section, select the required permission checkboxes (
    Add
    ,
    Modify
    , and
    Delete
    ).
  7. Click
    Next
    .
    Configure Permissions tab
  8. In the
    Configure Users
     tab, select the required
    User Name
     checkboxes.
  9. Click
    Add
    .
    Configure Users
    The "
    Role has been added successfully to the role list for Asset Intelligence
    " message is displayed. The new role is added to the role list.
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