IMPORTANT: This documentation has been discontinued. Read the updated Access Control Roles documentation on our new documentation portal.
Roles gather the permissions to access Digibee Platform services. They should be used to map permissions of the users who work similarly on the Platform. In order to do this, just create a role to gather all the permissions of that function.
It is possible to create, edit, duplicate and archive a role and also to duplicate system roles to assist the creation of new roles. Read the following article and learn more about System Roles and Standard Groups.
When editing or archiving a role, you will be asked for a reason for the change history. Access the Platform's audit interface to see a role's change history.
Before starting:
Read the following article and learn more about users:
How to create your first role
Follow the next steps to create a role:
Sign in to the Digibee Platform;
Click the “Administration” icon;
Enter the "Roles" menu option;
Click the + CREATE button in the upper right corner;
Next, an interface will appear, where the name and description fields must be filled in;
There are the access permissions CREATE, READ, UPDATE, DELETE and SPECIFIC that must be individually checked according to each service and resource;
After finishing, click the SAVE button on the lower right corner.
There is also the possibility to create roles from the system roles in the Platform duplicating them:
Enter the "Roles" menu;
Select the system role that you want duplicate;
Click the “role view” icon;
A view page will open, click on DUPLICATE ROLE;
Then, a window will open, with the copy of that role, after doing the desired changes, click on SAVE and the role will have been created successfully;
The same can be done with roles created on the Platform, facilitating the creation of new roles.
How to edit a role
Follow the next steps to edit a role:
Sign in to the Digibee Platform;
Click the “Administration” icon;
Enter the "Roles" menu option;
Search on the search bar or the navigation interface for the role you want to edit;
Click on “Update”;
A window with the information of the selected paper will appear, on it you will be able to edit the role information;
After doing the changes, click on SAVE.
How to archive a role
Follow the next steps to archive a role:
Sign in to the Digibee Platform;
Click the “Administration” icon;
Enter the "Roles" menu option;
Search on the search bar or the navigation interface for the role you want to edit;
Click the “Archive” icon;
A dialog requesting a reason for the archiving will appear. After filling in, click CONFIRM;
FAQs
Who can create new roles?
With the new Control of Access, we will have new resources that did not exist in the platform, between them: Groups and Roles. In order to give access to these new resources, during the deployment, all the users who will have permission USER: CREATE and USER: UPDATE in the old model, will receive the new permissions automatically to create groups and papers in the old model.
It is recommended to assign users with the standard groups or create new groups and roles where users will have appropriate permissions in the new model. After validating the new model, the realm administrator must turn off the old model.
How should I use the system roles on the Platform?
The system already has some system roles to facilitate the creation of groups, with these system roles or the creation of new roles from its copy. For more details, see the document: System Roles and Default Groups.