User, Team and Role Guidelines

The combination of Team and Role assignments control 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
• 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.

• 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.

Note: The ability to manage users, teams, and roles is subject to the restrictions of the Permissions Hierarchy.