Company user roles

This section explains how to use permissions and roles to control access to AVEVA Contract Risk Management and control the ability to execute system operations. User roles are created by users with the Administration - User Maintenance permission and are used to group together user permissions within AVEVA Contract Risk Management. User roles are a means of facilitating the granting of multiple permissions or roles to users.

Warning The roles feature is a very powerful tool and must be used with caution to avoid assigning users access to areas of the system which they are not authorized for.

Note You must have the Administration - User Maintenance permission selected for at least one user role, in order to ensure at least one user can manage other users.

Create a company user role

1. Open the navigation bar. If necessary, click the Manage tab.

2. Under User Management, click Company Roles.

   The Company Roles page is displayed.

3. Click the Add icon on the top right of the page.

   The Create User Role page is displayed.

4. Enter a Name for the new user role.

5. Enter a Description of the new role.

6. Select the appropriate permissions for the new user role - see Company user role access for details.

7. Click Save.

   A message confirming the creation of the new user role is displayed.

View user role details

8. Open the navigation bar. If necessary, click the Manage tab.

9. Under User Management, click Company Roles.

   The Company Roles page is displayed.

10. Click the View icon for the user role you want to view.

    The View User Role page for the selected user role is displayed. See Company user role access for details of the permissions for the user role.

Edit user roles

11. Open the navigation bar. If necessary, click the Manage tab.

12. Under User Management, click Company Roles.

    The Company Roles page is displayed.

13. Click the Edit icon for the user role you want to edit.

    The Edit User Role page for the selected user role is displayed.

14. Edit the Name and Description of the role as required.

15. Select and clear the permissions for the user role as appropriate - see Company user role access for details.

16. Click Save.

    A message is displayed confirming that the selected user role has been updated.

Delete user roles

Note User roles can only be deleted if there are no users associated with that role.

You cannot delete a user role if it is the last remaining role with the User Management permission, because this would prevent administrators from updating and assigning roles.

To delete a user role:

17. Open the navigation bar. If necessary, click the Manage tab.

18. Under User Management, click Company Roles.

    The Company Roles page is displayed.

19. Click the Delete icon for the user role you want to delete.

    A warning message is displayed.

20. Click OK.

    A message confirming the deletion of the selected user role is displayed.