Viewer Role

It is the default user role for all the new users until they are added to any user groups with required permissions to use platform modules.

Check out the walk-through on how a Viewer role gets created.

Default user creation

Accessing Platform using a Default User Account

All new users created via the Security module are added to a default (viewer) role. The default user role restricts all new users from accessing any Platform modules until they are added to some user group.

Creating a Default User

• Select the User option from the New Context menu.

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• Access the New User page opens.

• Provide the required information to create a new user.

• Click the Create option.

Providing required fields for a new user

Please Note:

• Skip the Add to Group part for this user.

• Provide the Custom Fields details for the new user (If only marked as mandatory).

• A confirmation message appears.

• The user gets created and added to the list of users (By default the newly created user will appear at the top of the list).

The Default View User gets created.

Accessing Platform using a Default User Credentials

• Navigate to the Sign In page of the BDB platform.

• Use the new user’s credentials to access the Platform.

• Click the Sign In option.

• Once you Sign in to the platform homepage open the Apps menu.

• As you can see the newly created user who is not part of any user groups does not have access permissions for the platform modules other than view permission for the Home, Report, and Data Catalog modules.

Resticted Module Access for a Default User

• The newly created user who does not belong to any group is added to the default user group entitled Viewer Role under the User Groups.

Please Note:

• The user in the Viewer Role/ Default User Role can have only view permission for the documents shared with him. They can't see any credited options for the shared documents.

• All the newly created users will get a notification message "Documents are not available in this folder" until they have some shared documents accessible to them.