Maintaining Security › User Roles

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 that are assigned to their business roles. The default role for a user and the associated user interface configuration determine the data and functions that are available to the user. 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 predefined System Administrator and user roles that you can use as the basis for user management.

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

• Define a role.
• Assign a role to a user.
• Remove a user from a role.
• Update a role.
• Delete a role.
• Assign a configuration to a role.