Roles
- Last UpdatedMay 10, 2023
- 2 minute read
Using Roles you can assign multiple Rights and/or SAGs to Users in one go.
This is useful if you want to have groups of users that have different rights and access. For example, an Team Lead Role could have Rights for saving searches or Query Forms assigned to it, an Electrical Engineer Role might have no Rights and only SAGs that are associated with engineering type objects.
Two Roles are created during installation:
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Default User - which has NO Rights assigned to it.
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Administrator - which has ALL built-in Rights assigned to it. This also gives the ability to log on to the Admin Tool, therefore, this role MUST NOT be removed.
Managing Roles
To see a list of existing Roles:
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In the Manager pane expand Users, Roles, Rights and Groups.
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Select Manage Roles, Rights and Groups.
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Select the Roles option.
To create a Role:
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Make sure the existing Roles list is open.
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Type the name of the new Roles in the Name box.
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If required, select an existing Role to base the new Role on.
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Select Create New.
Important: If you create a new Role that is not based on an existing Role, it will not function in AIM Dashboard until the supporting objects are imported. You must import a Dashboard PROFILE and a Workhub PROFILE - each with corresponding MENUSET object and BREAKDOWNNODE objects.
To delete a Role:
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Make sure the existing Roles list is open.
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Select the Roles you want to delete, by selecting on the row
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Select Delete Existing.
Note: You cannot delete a Role that is selected as a Default Role.
A Default Role is a Role that is given to Users when they are created. To select a Default Role:
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Make sure the existing Roles list is open.
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Select the check box next to the appropriate Role(s).
Assigning Roles
To assign a Role to a User:
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In the Manager pane expand Users, Roles, Rights and Groups.
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Select Assign Roles, Rights and Groups.
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Select the User from the Existing Users list (top-left).
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Select a Role from the All Existing Roles list (top-right).
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On the left side of the list select <-.
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The Role appears in the User's Current Roles list (top-Center).