Managing Roles


This article introduces how sub-administrators manage roles in the Admin Console of Application Portal.

Prerequisites


Before you start, make sure that you have the permission to manage roles. Contact the OU administrator for more information on the permission to manage roles.

Creating a Role


  1. Select Role from the left navigation pane of the Admin Console.
  2. Select New Role and enter the name and description of the role on the popup window.
  3. Select Submit.

Updating Role Information


  1. Select Role from the left navigation pane of the Admin Console.
  2. Select the Manage icon_manage of the target role from the role list.
  3. Select Edit.
  4. Edit the name and description of the role, and select Submit.

Note

You can only edit the roles you created.

Managing Role Permissions


You can assign menu groups, operational permissions, and visible organization structures to roles, so that the users in the roles can have the permission to access menus, perform application operations, and view organization structure information.

Assigning Menu Groups


  1. Select Role from the left navigation pane of the Admin Console.
  2. Select the Manage icon_manage of the target role from the role list.
  3. Select Assign Menu Group and select the target application and application menu group.
  4. Select OK.


After assigning menu groups to a role, the users in that role will gain access to the menus in the menu groups. For more information on menu groups, see Managing Menu Groups.

Assigning Operational Permissions


  1. Select Role from the left navigation pane of the Admin Console.
  2. Select the Manage icon_manage of the target role from the role list.
  3. Select Assign Permissions and select the target application and operational permission.
  4. Select OK.


After assigning operational permissions to a role, users in that role will gain permission to perform certain operations in applications.

Assigning Visible Organization Structures


If an application is associated with multiple organization structures and users need to see the information of multiple organization structures in the application, assign visible Organization Structures to the role of the users by the following steps:

  1. Select Role from the left navigation pane of the Admin Console.
  2. Select the Manage icon_manage of the target role from the role list.
  3. Select Assign Organization Structure and select the target application and organization structure.
  4. Select OK.


After assigning visible organization structures to a role, users in that role can view the information such as layer or nodes of the organization structure in the related application.

Note

Users need asset permission on relevant assets to access the asset information including attributes and data. For more information on asset permissions, see Managing Asset Permissions.

Deleting a Role


  1. Select Role from the left navigation pane of the Admin Console.
  2. Select the Delete icon_remove of the target role from the role list.
  3. Select OK on the popup window.

Note

You can only delete the roles you created.