Creating and editing roles

You add or modify roles to provide access to the records that users need to complete their tasks.

For example, you might want to add a role for SaaS Managers. And, you want to configure the role so that users with the SaaS Managers role can access SaaS application records and SaaS enterprise contract records. So, you use the Roles feature to provide SaaS Managers with the permissions that they need and the menu and submenu options that they need to manage and review SaaS applications.  

Oomnitza has two default roles:

• Super Administrator
• Employee

Users with the Super Administrators role have view, add, edit, and delete rights.

Users with the Employee role can log in to Oomnitza and see their assets and their record on the People page. They can also navigate to the Dashboards page, but can only view the charts and the data that was captured if access is granted to users with the employee role to view the dashboard information.

To make adding roles easier, you can copy a role such as the default roles or new roles that were created. For example, you created a SaaS manager role with read and write permissions and you wanted to create a similar role with read only permissions. Simply copy the  SaaS manager role and change the permissions.

Or, you want to create a role based on the Employee role and then add more privileges such as read only access to assets in a specific location.

When you grant access privileges for some objects, such as assets and locations, you can also add filters to refine the information that is shown on the page.

Tip 
If a module has a green check mark, it means that permissions were set for the module. To modify the access rights, click the module and then click the object. And, make your changes.

About controlling access to data

Granting permissions to user roles is key to controlling access to your data. You can also leverage other key features to refine user-role access to data which will enhance security by restricting access to data that is not relevant to the user role and improve usability by showing only he data the user role needs to see. 

Procedure

1. From the menu, click Configuration.
2. Go to Security > Roles, and click Add.
3. Enter the name of the role.
4. Enter a description of the role.
5. Add a new role. By default, the value is set to Own Role. To use a default or other role to configure the role, select one from the list. 

 Creating searches and reports

 Assigning saved searches to roles

Configuring navigation preferences

Configuring tab view settings for roles