Automate - Role Based Access
Management of admin users and related settings
Counters
| COUNTERS |
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person_pin_circle
Admins
relation/User
|
assignment_ind
Roles
data/Role
|
Links
| Roles and Admins |
| Link Text | Type | Display | Filter Options | Field Display Policy | Configuration Template | Condition | Description |
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Admins
|
relation/User |
list |
[{'filter_by': 'user_type', 'operation': 'equals', 'filterValue': 'Admin[OR]End User + Admin'}] |
AdminUser |
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List of users with an Admin role |
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Role Management
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data/Role |
list |
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Settings and Configuration of Roles |
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Authorized Admin Hierarchy Roles
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data/AuthorizedAdminHierarchy |
list |
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Manage the Authorized Admin Hierarchy Roles used for assigning admin privileges to end users |
| Role Configuration |
| Link Text | Type | Display | Filter Options | Field Display Policy | Configuration Template | Condition | Description |
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Dashboards
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data/Dashboard |
list |
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Manage and configure Dashboards |
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Dashboards Permission Groups
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data/DashboardPermissionGroup |
list |
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Menu Layouts
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data/MenuLayout |
list |
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Manipulate menus structure |
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Field Display Policies
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data/FieldDisplayPolicy |
list |
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Field level visibility and allowed actions per model |
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Themes
|
tool/Theme |
list |
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Management of themes |
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Upload Theme
|
view/ThemeUpload |
form |
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Upload a new theme zip file |
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Access Profiles
|
data/AccessProfile |
list |
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Manage and configure access rights for models available in menus and dashboards |
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Menu Diff Tool
|
view/MenuDiff |
form |
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Compare and update target menu with entries set up in source menu |
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Menu Merge Tool
|
view/MenuTool |
form |
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Merge multiple menus into one |
| Privacy and Login Control |
| Link Text | Type | Display | Filter Options | Field Display Policy | Configuration Template | Condition | Description |
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Credential Policy
|
data/CredentialPolicy |
list |
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Manage and control password and login rules |
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Hierarchy Default Credential Policy
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data/HierarchyDefault |
list |
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Setting of one policy as a default per hierarchy |
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Privacy Policy Configuration
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data/PrivacyPolicy |
list |
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Optional injected menu entry with privacy policy link. GDPR compliance |
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Login Notification Banner
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data/LoginBanner |
list |
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Set up of a message user needs to aknowledge before finishing the login step. Can be configured per hierarchy |
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Configure SSO IDP
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relation/HcsSsoIdpREL |
list |
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Upload SSO IDP Metadata
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data/File |
list |
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| Dashboard Configuration |
| Link Text | Type | Display | Filter Options | Field Display Policy | Configuration Template | Condition | Description |
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Color Mappings
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data/DashboardColorMapping |
list |
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Value Mappings
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data/DashboardValueMapping |
list |
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Field Groupings
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data/DashboardFieldGrouping |
list |
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Permission Groups
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data/DashboardPermissionGroup |
list |
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Dashboards
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data/Dashboard |
list |
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Charts
| CHARTS |
| Title | Type | Resource | Description |
| Top 10 Active Admins (Number of Transactions) |
chart-pie |
Transactions |
Shows the 10 most active admins |
| Number of Admins by Customer |
chart-pie |
User |
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