Admin Role

This page explains the process of assigning the Admin role to a platform user.

Accessing the Admin Role User Group

There is a default user group, Admin Role under the User Management module.

• Navigate to the Security page.

• Search for the Admin Role group or scroll down the User Groups list.

• The Admin Role group appears at the bottom of the User Groups list.

• All the users added to the Admin Role will be listed while selecting the Admin Role user group.

Please note: All users added to the Admin Role group are granted full Admin access to the platform.

Adding a New User / Updating an Existing User to the Admin Role

The flow in this section illustrates the transition from a default Viewer role to an Admin role, clearly highlighting the differences in permissions and access levels.

• Navigate to the Users section under the Security module.

• Select a non-admin user from the list. In this case, a Viewer Role user has been selected.

• Click the Edit user icon for the selected user.

Please note: Use the New menu option and select the User option to create a new user.

• You will be redirected to the Update User page.

• Click the Assign option from the Add to Groups option to list the available user groups for the selected user.

Please note: To proceed with a new user creation, kindly provide the required information, such as Email ID, Short Name, Full Name, Description (optional), Password, and confirm password before assigning the user to any group.

• The Add Users to Group drawer appears.

• Search for the Admin Role user group.

• Use the checkmark next to the Admin Role user group to select it.

• A notification message ensures the successful completion of the action.

  
• You will be redirected to the Update User page to save the updates. Click the Save option.

  

Please note: The Create option appears if you are creating a new user instead of the Save.

• A new user will be created or the selected existing user will be updated (In both scenarios, the user will be notified by a confirmation message).

  

Please note: The notification message will come for a new user and for updating a user as shown below

• Create a New User - The user has been created successfully.

• Updating a User - The user is updated successfully.

• Open the Admin Role group from the User Groups list.

• The newly created user or the selected existing user appears as a part of the Admin Role group.

  

Access and Permissions to an Admin User

• An admin user has permissions to access all the content created by other users. E.g., the Data Connectors and Data Sets created by other users are also accessible to this admin user.

Data Accessible to an Admin User

• The Admin Role user also gets permission to access and use all the available Platform modules under the Apps menu.

  

  Apps Accessible to an Admin User
• The Admin Role user gets access to all the credited documentation options for a folder and a file.