.. _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