Manage Roles

Note: To add new users in CONNECT see https://docs.aveva.com/bundle/aveva-connect/page/885607.html

To manage (create/update/delete) roles, navigate to the Settings dialog and select the Manage tab. This feature requires the Administrator role.

Only custom roles can be managed. The built-in roles, such as Administrator cannot be managed.

Select Create to create a new role.

Note: A maximum of 100 custom roles can be created (this excludes the built-in bootstrapped roles). When the limit is reached, selecting the Create button will show an error message.

Create a New Role

1. Provide a name for the new role. It must follow these criteria:

   • Minimum of 1 character and maximum of 30 characters.

   • Only alphanumeric characters and spaces are allowed.

   • New role names must not be the same as those used for built-in roles. See Roles for a list of built-in role names.

2. Select a role from the Based On dropdown.

   All roles are available except for Administrator. So no new role can be created based on Administrator.

   The Rights will default to be the same as those for the Based On role. Rights can then be selected and unselected as desired according to how the new role will be used. At least one right must be selected.

   

   Only rights that relate to using the Dashboard will be shown. They are:

   Right Name	Description
   Create – Delete Markup	To create/delete markups
   Download	To download files
   Edit – Delete Markup	To edit/delete markups
   Export	To run exports for files and data
   Export Markup	To export markup on documents
   Manage Advance Search	To create/update/delete advance searches
   Manage Export and Export Definition	To create/update/delete exports and export definitions
   Manage Query Form	To create/update/delete query form definitions
   Manage Set	To create/update/delete sets
   Manage Visual report	To create/update/delete visual reports
   Print	To print files

   After selecting Save, the new role will be shown in the list of roles.

Edit a Role

3. To edit a role select the icon next to the role.

   The details for the role will be shown and the Name will be disabled. The Based On dropdown will not be shown. Rights can be selected or unselected.

4. Ensure at least one right is selected. For example:

   

5. Click Save.

Delete a Role

6. To delete a role select the icon next to the role.

7. Select Yes on the Confirmation Dialog box to confirm the deletion.

Note: A role can only be deleted when it has been unassigned in CONNECT and all users who had that role have logged in.

Assign Role in CONNECT

After creating a custom role, it is now available to be assigned in Connect.

8. In the Assign role dialog, select the custom role in the AIM Custom Role(s) section.

9. Enter the other information as needed.

   

10. Click Save.