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On this page
  • Header Section
  • Mandatory Fields
  • Permissions by Section
  • 1. Analysis
  • 2. Reports
  • 3. Events
  • 4. Devices
  • 5. Integrations
  • 6. People
  • 7. Configuration
  • Footer Section
  • Conclusion
  1. Data Hub
  2. ADMINISTRATION
  3. People
  4. Roles
  5. Roles List View

Create a New Access Role

The Create a New Access Role window lets administrators assign customized permissions across seven categories with flexible role control.

PreviousRoles List ViewNextRoles Manage View

Last updated 5 months ago

The Create a New Access Role window enables administrators to define and customize roles by assigning permissions across seven categories, including Analysis, Reports, Events, and more. Mandatory fields like Name and Entity ensure proper role identification, while tick boxes allow precise permission control. This flexible interface streamlines role creation to fit specific organizational requirements.

Header Section

This section provides navigation and logging options for managing roles.

Element
Description

Page Title

Displays the heading Roles Manage, indicating the purpose of the view.

Back Button

A back arrow labelled Back to Roles List navigates to the main Roles List view.

Logs Button

The Logs Button provides a seamless way to navigate to the System Application Logs page, offering a comprehensive view of user activities and system events. This ensures transparency, traceability, and effective user management.

Mandatory Fields

The Mandatory Fields section ensures that each role is properly defined with a name and assigned to an entity.

Field
Description

Name*

A required field to enter the name of the role being created.

Entity*

A required dropdown field to assign the role to a specific entity or organization.

Permissions by Section

Each section groups specific permissions with tick boxes, allowing administrators to enable or disable access as needed.

1. Analysis

This section manages permissions related to accessing and editing data analysis tools.

Permission
Description

View Data Hub

Allows users to access the data hub for insights and analytics.

View Analysis

Permits viewing existing analysis reports.

Edit Analysis

Grants permission to create or modify analysis reports.

View Table

Allows viewing data tables.

Edit Table

Grants permission to edit or manage data tables.

2. Reports

This section manages permissions for viewing and editing reports and dashboards.

Permission
Description

View Report Hub

Allows access to the centralized report hub.

Edit Reports

Permits creating or modifying reports.

View Dashboards

Allows viewing of dashboards for data visualization.

Edit Dashboards

Grants permission to edit or customize dashboards.

3. Events

This section manages permissions for monitoring, editing, and controlling system events and calculations.

Permission
Description

View Event Hub

Allows viewing the event hub for monitoring and tracking.

Edit Events

Grants permission to create or modify events.

View Controls

Permits viewing controls associated with events.

Edit Controls

Allows editing or managing controls.

View Calculation

Grants access to view calculations related to events.

Edit Calculation

Permits editing or creating new calculations.

4. Devices

This section manages permissions related to viewing and managing devices and their servicing.

Permission
Description

View Device Hub

Allows access to the device hub for monitoring and management.

Edit Devices

Grants permission to edit device configurations.

View Device Servicing

Permits viewing of device servicing records.

Edit Device Servicing

Grants permission to manage or update device servicing details.

5. Integrations

This section provides permissions for managing API endpoints, feeds, and integrations.

Permission
Description

View API Endpoints/Feeds

Allows viewing API endpoints or data feeds.

Edit API Endpoints/Feeds

Grants permission to edit API endpoints or feeds.

View Integrations/APIs

Allows viewing system integrations or APIs.

Edit Integrations/APIs

Permits editing or managing integrations and APIs.

Read/Write Data

Grants permissions for reading or writing data via APIs or integrations.

6. People

This section provides permissions for managing users, roles, and contacts.

Permission
Description

View Users

Allows viewing the list of users in the system.

Edit Users

Permits editing user details or permissions.

View Roles

Allows viewing the list of roles.

Edit Roles

Grants permission to modify or manage roles.

View Contacts

Permits viewing contacts stored in the system.

Edit Contacts

Grants permission to edit or manage contact details.

7. Configuration

This section provides permissions for managing system logs, attributes, and hierarchies.

Permission
Description

View Logs

Allows viewing activity or system logs.

View Attributes

Grants access to view system attributes.

Edit Attributes

Permits editing or managing system attributes.

Edit Hierarchy

Grants permission to modify the organizational hierarchy.

Footer Section

The footer includes a button for saving the role with the configured permissions.

Element
Description

Save Button

Saves the newly created role with the selected permissions.

Conclusion

The Create a New Access Role view is designed for precise role management. By organizing permissions under seven key categories and using tick boxes, administrators can easily customize access control. This ensures roles are tailored to organizational requirements, streamlining operations while maintaining system security.

Create a New Access Role