🎭Roles

What are Roles?

Roles are used to assign access rights. With roles, you can granularly control which -> users can access which functions of Eliona.

You can allow users to use only the functions you have defined. You can prohibit the use of other functions.

How do Roles Work?

You create a role and configure read and write permissions within this role.

You then assign this role to one or more users. The users with this role are then only allowed to perform actions that the role permits.

By assigning a role to multiple users, you can quickly and easily create user groups.

System Roles vs. Project Roles

There are 2 types of roles: project roles and system roles. It is important to understand the difference between project roles and system roles.

System Roles

The settings in system roles regulate the permission for options that apply system-wide. The options controlled by this role remain the same in all projects.

Project Roles

Project roles apply per project and regulate project-specific permissions, e.g., access to certain assets.

Automatic Role Assignment

When a user is created, they are always automatically assigned a system role.

When a user is assigned to a project, they are always automatically assigned a project role.

If a user is assigned to multiple projects, the user can have a different project role for each project.

Permissions

The following permissions can be set for each individual role:

Read Permission

When read permission has been granted, users can see entries and menu items but cannot change them.

When no read permission has been granted, users can NOT see entries.

By not granting read permissions, you can completely hide individual menu items from users.

Write Permission

When write permission has been granted, a user can enter values, delete objects, and create new ones.

Write permission can only be granted if read permission exists. It is not possible to have write permission without read permission.

"Manage" Permission

This permission exists exclusively in project roles.

When this permission is activated, a user can copy the following elements to other users:

1. Dashboards

2. Analytics

3. Reports

4. Smart Views