User Roles

VOSS Automate ships with a powerful role-based access framework that ties a user role to menu layouts, access profiles, landing pages, and themes.

Note

The system comes with a default set of roles, menu layouts, access profiles, landing pages, and themes.

Default roles:

  • HCS Admin

  • Provider

  • Reseller

  • Customer

  • Site

  • User

  • MicrosoftOnlyRole (for a Microsoft-only scenario)

  • MvsEnhancedCustomerAdministrator and MvsEnhancedProviderAdministrator (for multi-vendor scenarios)

A user role in the system combines the look and feel of the system interface with a number of default permissions and values.

Each user role is a combination of:

Component

Description

Landing page

The content of the first page you see when logging in, including links on the page.

Menu layout

The menu layout associated with a user role defines the available menu, and where relevant, may also include the configuration templates and the field display policies (FDP) that apply to the resources that the menu links to.

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

Defines the application interface the role definition applies to. Roles support the Administration interface and the Self Service interface.

When creating or updating a user, you can select their role. The user will then have a landing page, menu, theme, and interface defined for their 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 may be assigned to more than one users. 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 user role has a predefined landing page, menu layout and access profile. Each of these elements, including 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.

A role may be associated with a specific hierarchy. For example, the Site Admin role can only be assigned to a user at the Site hierarchy level.

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