Video - InEight Platform - Create and Assign Roles

TRANSCRIPT

This video demonstrates how to create and assign roles in the InEight suite. From the main menu, select Suite Administration, Roles and Permissions. Here we have a list of roles that have been created. Click the plus icon to create a new role.

First, give the role a meaningful name and enter a description. Next, select the administration level from the dropdown. These levels determine what permissions can be granted to the role. For the base, Level zero has view access only.

Level one has access to view and maintain projects. Level two has access to maintain multiple projects and organisations. And lastly, level three has access to all permissions, users, projects, and organisations. Click save.

Once saved, the administrator level setting cannot be changed. To define the permissions for a role, you can expand each line to show the available permissions and check the appropriate boxes as needed. Note the first three menus covered. General InEight suite setting permissions are also available for each innate application.

Let's open Suite Administration and activate the appropriate permissions. For this example, you can check the box, Select all if all permission settings are required for the role. Otherwise, you can check each necessary permission. Click save.

When done. Here we see the role we just created. A quick and easy way to create a role is by copying an existing one. This option helps create additional roles at the same administration level.

All you need to do is select the role you want to copy. Then click the copy roll icon. Next, fill in the necessary role details and permissions. Click save.

You can quickly import multiple roles for your organisation by using a spreadsheet. In the upper right-hand corner, you would click the import icon to upload the spreadsheet. Another way to create a new role is by merging two or more existing roles. Select the two roles created and click the merge icon.

Fill in the new role name and update the permissions if needed. Click save. Any roles we have created can be changed using the edit button here. The admin-level is the only thing you can't change.

Click save. Roles created that are assigned cannot be deleted. Once you've created a new role, you can assign the role to users in the organisation. From the main menu, select Suite Administration.

Then select user management. To display the user list, You may need to assign a second role to a user. Select the user, then click the edit icon under the roles tab, select the new role and project. Then click save.

From the User Management window. You can also assign or add roles to users by clicking the Show Information icon on the top right. A slide-out panel opens displaying a quick view of the user status. Note that you can assign or unassigned roles from here as well.

Well, that's how to create and assign roles in InEight Cloud Platform. Thanks for watching.