User Roles

A User Role in the system combines the look and feel of the system interface with a number of default permissions and values. Refer to Role Based Access. A specific User Role is a combination of:

• Landing Page - The appearance of and links on the first page after login.
• Menu Layout - The menu layout associated with a user role not only determines the menu that is available, but where relevant includes the Configuration Templates and the Field Display Policies that apply to the resource that is linked to from the menu.
• Theme - The appearance of the user interface can be associated with a role.
• Access Profile - Permissions for resources are defined in Access Profiles. An Access Profile can be associated with a User Role.
• Interface - Determines which application interface the role definition applies to. Administration and Self Service are the two interfaces supported by roles today.

When a user is created or updated, a User Role can be selected for the user. This user will have the landing page, menu, theme and interface specified by the User Role. For example, the Configuration Template defaults and settings as well as Field Display Policy views of the menu associated with the role apply.

A User Role can be assigned to more than one user. The user hierarchy and role serve as components of role-based access control in the system.

A number of default user roles are provided.

Each of these roles have a relevant landing page, menu layout and access profile. These elements as well as the theme can be customized.

Note

Users cannot modify their own User Role or the associated Access Profile, Menu Layout, Landing Page or any of the Configuration Templates or Field Display Policies associated with the Role.

Finally, user roles are subject to specific user role rules. This means that a particular user role may be tied to a specific Hierarchy type. For example, a Site Admin role may only be assigned to users who reside at a Site hierarchy level.