Manage Role Maintenance

This topic describes how admins and users having access to Role Maintenance can manage roles that can be assigned to other users to provide them accessibility to various reports and features of Innowera Dashboard. The Role Maintenance option is visible in the web application only if your role has the Role Maintenance option enabled in the role maintenance section.

System Administration, ReportViewer, and Security Administration are the default roles available in Innowera Dashboard. System Administration and Security Administration roles cannot be edited or deleted.

• System Administration role has access to all reports and pages.
• ReportViewer role has view permission for only reports.
• Security Administration has access to only Manage Site User page.

To manage roles,

1. In Innowera Dashboard, select Admin Settings > Role Maintenance. The Role Maintenance page is displayed.
2. To add a role, perform the following steps:
   1. Select Add Role. The Add Role page is displayed.
   2. Enter the role name, select the tasks that the users of this role can perform, and the select Save. The role is added.
3. To edit a role, perform the following steps:
   1. Select Edit Roles for the role that you want to edit. The Edit Role page is displayed.
   2. Update the details, and then select Save. The role details are updated.
4. To copy a role, perform the following steps:
   1. Select Copy Role. The Copy Role pop-up window is displayed.
   2. Select the role that you want to copy, provide a name for the role, and then select Create. The role is copied.
5. To delete a role, select Delete Roles for the role that you want to delete. The role is deleted only if does not have any users associated with it, and a message appears indicating that the role is deleted.