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

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:*Administration
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 restrictions of the [[Permissions Hierarchy]].


:*Users
:*Users
::* Users can be members of multiple Teams
::* Users can be members of multiple Teams
::* When a user is assigned to a team, they are given a designated Role
::* When users are given access to an application, they are assigned one or more [[Role]]s
::* A user can have different Roles on different teams
<!--Not tested
::* A user can have different Roles on the same team, as well.<br>In that case they acquire the combination of permissions from each Role.  
::* 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
::*Each Role is available for assignment in all Teams
::*[[Role]]s are defined for applications
::*Roles define the types of data users can access and share with other team members
::*Roles define the types of data users can access and share with other team members
::*[[Default Roles]] are available in the platform
::*[[Default Roles]] are available in the platform
:::*Additional roles can be created and the default roles can be modified as needed
::*Additional roles can be created and the default roles can be modified as needed


:*Teams
:*Teams
::*{{:Primary Team}}
::*{{: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.