Administrator Permissions Required
Note that you must have Administrator Permissions for your account to configure user roles.
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Meaning of each permission
Preset roles
Customising each role
Different roles affect how Checkbox account holders can access and manage Apps, Project Teams and other User accounts. A role is defined by the combination of permissions assigned to it.
Note that there are 4 layers of permissions:
- User role across the platform
- User role inside a Solution
- User role inside of a Project Team/Test Team
- User permission at an App level in a Project Team/Test Team
This article addresses the first layer. The second layer is covered in our Solution Owner and Author article. The third layer is covered in our Project Teams article.
Permissions
There are 3 categories of permissions:
User Management:
|
Permission |
Meaning |
| View all users | Can access and see list of all users |
| Manage all users |
Can view, update and configure details (including role) of users
|
| Manage roles | Can create, edit and delete custom roles |
Project Management:
|
Permission |
Meaning |
| Manage all project teams | Can create new Teams, Will automatically become Team Owner of any teams they create |
| Create new project teams | Can view, edit details of, manage users for, and deploy all public Solutions, or private Solutions that they are an Author/Owner of to all Teams |
Solution Management:
|
Permission |
Meaning |
| Create new Solutions |
Can create new Solutions Note: Will become the Solution Owner of any Solutions they create |
| Edit all Solutions |
Can view and edit all Solutions i.e., Will become effectively treated as an Solution Owner of all Solutions. Note: This permission does not allow users to create Solutions |
| Publish Solutions |
Can publish any Solutions (to production) they have permission to edit Note: Publishing is independent of being able to edit a Solution. To edit a Solution, you must either be a Solution Author or Solution Owner or have the "Edit all Solutions" permission |
How to customise each role
Customising roles requires the "Manage roles" account permission, assigned by default only to the Administrator user role.
To customise each role:
- Click on your account name on the right-hand side of the navigation bar and click "Account Settings."
- Click "Role Configuration"
- Select and deselect permissions checkboxes for each role.
How to create a new custom role
- Click on your account name in the bar on the top of your screen
- Click "User Management"
- Click "Role Configuration"
- Click onto the "+ NEW ROLE" button
- Click the ‘New Role’ title to adjust the name and select/deselect the desired permissions.