AgileApps Support Wiki Pre Release

Difference between revisions of "User, Team and Role Guidelines"

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{{permissions|Access Control/User Management|create teams and roles, add users, assign users to teams, and designate access permission rights}}
<noinclude>__NOINDEX__</noinclude>
In conjunction with [[Access Profiles]], the combination of [[Team]] and [[Role]] assignments controls the user's ability to view and access data.


*The ability to manage users, teams, and roles is subject to the [[Permissions Hierarchy]] restrictions.
:*Users
*Users can be members of multiple Teams
::* Users can be members of multiple Teams
*Users can hold multiple Roles across the organization
::* When users are given access to an application, they are assigned one or more [[Role]]s
*Each Role is available for assignment in all Teams
<!--Not tested
*Roles define the types of data users can access and share with other users
::* A user can have different Roles in different browser windows (or tabs). The currently active Role in any given window determines the user's permissions.
*[[Default Roles]] are available in the platform
-->
:*Additional roles can be created and the default roles can be modified as needed
 
*{{:Primary Team}}
:*Roles
__NOINDEX__
::*[[Role]]s are defined for applications
::*Roles define the types of data users can access and share with other team members
::*[[Default Roles]] are available in the platform
::*Additional roles can be created and the default roles can be modified as needed
 
:*Teams
::*{{:Primary Team}}

Latest revision as of 00:17, 12 December 2012

In conjunction with Access Profiles, the combination of Team and Role assignments controls the user's ability to view and access data.

  • Users
  • Users can be members of multiple Teams
  • When users are given access to an application, they are assigned one or more Roles
  • Roles
  • Roles are defined for applications
  • Roles define the types of data users can access and share with other team members
  • Default Roles are available in the platform
  • Additional roles can be created and the default roles can be modified as needed
  • Teams
  • Each user must be assigned to a Primary Team.