User Roles

A user role is the primary record that controls security and user interface navigation in the product. Each role defines a focused view of the product by exposing only the functionality necessary for users to perform the tasks typically assigned to their roles in their business organization. The default role for a user, together with the user interface configuration, determines what the user sees when logging in to the product. A user can belong to only a single role.

Define user roles to apply functional and field-level repository access rights. You determine and assign the level of access that is required for each role. Group the users with the same job function and assign them the corresponding role. Role assignment prevents the users from performing unauthorized tasks such as adding or deleting data. For example, users in an Administrator role need full access to all records, while users in an Asset Technician role need limited access to fewer records.

Note: The product contains a predefined System Administrator role that you can use as the basis for creating more roles.

You can perform several tasks to set up and manage user roles: