Security: Users and Roles
  • User Security Page
  • Creating a New User
    • Restrict Data Access
    • Deleting a User
    • User Status
      • Blocking a User
      • Activating a User
      • Reset Password
  • Creating a New User Group
    • Assigning Custom Fields to Group Users
  • Various User Roles
    • Viewer Role
    • Admin Role
    • Non-admin User Roles
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  1. Various User Roles

Non-admin User Roles

User Defined Roles

PreviousAdmin Role

Last updated 1 year ago

Check out the walk-through on how to assign customised roles to users.

The user allocated to any group other than Admin Role with the limited credited permissions gets the non-admin user role category. The non-admin users may have customised access to platform modules based on the rights given by their administrator.

  • Select a non-admin user group from the User Groups list (E.g., Sample Group).

  • Add a user to that group by selecting the users from the Add User to Group panel.

OR

The user can be also added to a group by selecting the Assign option for Add User to Group option accessed from the Edit mode of a User Group.

  • The user can check out various access permissions provided to the user group or customize the given permissions to the selected group.

The below-given permissions are given to the Non-Admin group that has been selected here:

  • App Permissions: The group has permission to access the Data Center and Designer modules.

  • Folder Permissions: The group has permissions to Create Folder, Link a URL, Rename, Copy and Paste.

  • File Permissions: The group has file permissions to Modify and Rename a file document.

  • Save the User group updates.

  • A confirmation message appears to inform that the group updates are saved.

  • The user(s) get(s) added to the selected non-admin user group.

  • Login to the Platform using any one non-admin user's credentials. ​

  • Open the Apps menu. You will find only the permitted modules accessible to the user.

Please Note: Story and Home modules are allowed for the Viewer Role user as well.

  • Try to access the attributive options by clicking on the Options icon on the My Documents page. You can see that the user gets only limited (permitted) options. E.g., Only the Create Folder and Link a URL options are visible in the following image.

Assigning customised roles to a user/ Inserting a user to a non-admin user group
Adding a user to a non-admin user group
Customised App/ module Permissions
Customised Folder Permission
Customised File Permissions
Restricted Apps menu for a non-admin user
Restricted Folder Options for a non-admin user
Restricted File Options for a non-admin user