.. _user-roles:
User Roles
-----------
.. _21.3|VOSS-1072|EKB-12791:
.. _21.3-PB3|EKB-13696:
VOSS Automate ships with a powerful role-based access framework that ties a user role to
menu layouts, access profiles, dashboards, and themes.
.. note::
The system comes with a default set of roles, menu layouts, access profiles, dashboards, 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 the components described in the table:
.. tabularcolumns:: |p{5cm}|p{10cm}|
+----------------+-------------------------------------------------------------------------------------+
| Component | Description |
+================+=====================================================================================+
| Dashboard | 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. |
+----------------+-------------------------------------------------------------------------------------+
.. note::
These components display as summary attributes on the **Role Settings** list view, which
is available to users with access to the ``data/Role`` model.
When adding or updating a user you can choose their role. The user will then have a
dashboard, 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 dashboard,
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, Dashboard 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.
.. rubric:: Related Topics
*
.. raw:: latex
Add and Edit Roles in the Core Feature Guide
.. raw:: html
Add and Edit Roles
*
.. raw:: latex
Role-based Access in the Core Feature Guide
.. raw:: html
Role-based Access
* :ref:`concepts-role-based-access-for-multi-vendor-subscriber` and :ref:`multi-vendor-subscribers`
.. |VOSS Automate| replace:: VOSS Automate
.. |Unified CM| replace:: Unified CM