Navigating Role Management
Access to tasks and control of data are both managed only at the space level. Hence, roles are created and managed only at the space level, and users are assigned to roles at the space level only.
Note: Users are added to the workspace first and then, based on requests, are given access to respective spaces. They are assigned roles within the space, which determine the limit of access control in that space.
Roles can be accessed from the Explore pane, in the Governance section, under Permissions.
The Roles page will show a list of all roles created in the workspace along with the count of users assigned to each role. Following this is the Actions column, where actions like User Assignment, Role Assignment, and Copy are available.
Level2 Header Options
Field |
Purpose |
|---|---|
Search |
Searches for the role with any keyword typed in. |
New Role |
Opens the new role creation pane. |
Multi-Role Management |
Navigates to the role access page, where task access and data access for multiple roles can be assigned. |
Delete |
Deletes the selected role. |
... More |
Import and export options for Excel files. |