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Roles

Overview#

Control Room utilizes an access control system based on Roles. Roles is a collection of Permissions. Roles represents the Permissions needed to access certain Control Room entities.

You can assign one or multiple Roles for Users to perform particular operations inside Control Room. Since Users are not assigned permissions directly but only acquire them through Roles, managing access control involves setting appropriate Roles to Users.

Permissions#

Control Room interface enables the selection of base permissions (View, Edit, Create, Delete) to the following entities.

  • ProcessDefinitions
  • Schedules
  • Buddies
  • Logs
  • Jobs
  • Users
  • Roles
  • Enterprise Variables
  • Settings
  • Smart Stations

Default Roles#

Control Room provides the following roles by default.

Note: You can view the permissions associated with default roles, but you are not allowed to change those permissions. You can create a custom role if the default roles are not satisfying your access control requirements.

RoleDescription
AdministratorThis is a SuperUser Role. The user with this Role has full access permissions to all the entities inside Control Room.
DesignerThe user with this Role can design and publish process automation into Control Room
MemberThe user with this Role can execute process automation and process the automation logs

Managing Roles#

In most cases, the default Roles provided by Control Room should be sufficient to handle the typical access control requirements of an Organization. If default Roles aren't adequate to handle the organization's access control requirements, you can create custom Roles.

Creating Custom Roles#

  • Login into Control Room as an Administrator
  • Select Administrator > Roles option from side panel
  • Click on Grid-Menu > Add Role button
  • Type in the role name
  • Provide a description for this role
  • Select the appropriate permissions to be provided for various entities under this role
  • Click on Add

Modifying User Roles#

  • Login into Control Room as an Administrator
  • Select Administrator > Users option from side panel
  • Select the user inside the grid for whom you want to change the Role
  • select Context-Menu > Edit option
  • Add a role or remove an existing role from the Roles field
  • Click on Update

Editing a Custom Role#

You can edit the permissions of an existing role by selecting that Role in the grid and clicking on the Context-Menu > Edit option. Modify the permissions and click on Update.

Deleting a Custom Role#

You can delete an existing role by selecting that Role in the grid and clicking on the Context-Menu > Delete option.

NOTE: Deleting a Role will remove this Role permissions from all the users associated with this Role

NOTE: Users with no Roles assigned will not be able to access any entities