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Roles are configured in Setup / Users & Accounts / Users / Roles |
Guides in this article:
Overview
Roles are assigned one or more role groups to determine the permissions that a role is granted. Once roles are set up they can be assigned to users in order to impart the needed permissions to that user.
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Note: In the event role groups assigned to a role have opposing settings (one role group grants read rights to a screen and another does not grant read rights to the screen) the role group that enables the permission will take precedence. |
As of version 10.5.0 the system is configured with four roles (Read Only Core, Admin, API Admin and API ReadOnly). These roles use core role groups to define their permissions. These default core roles cannot be modified or deleted.
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Name: a descriptive name for the role (administrator, account manager, etc.)
Type: indicates if the role provides permissions to access the Application UI (AdminPortal) or provides API permissions. A role can only be setup with either the ‘Application’ or ‘API’ role group, a role cannot be configured with both types of role groups
SCIM Role: used in systems integrated for single sign-on access. This setting indicates that the role was created when a group was pushed from an identity provider portal to LogiSense Billing. The role group created for the SCIM Role will have the SCIM Default role group permissions assigned to it (see the role groups screen help for details on the SCIM Default role group setting). SCIM Roles can be renamed as needed to provide a meaningful role name, but other settings cannot be modified (e.g. adding or removing role groups assigned to the role). Changes to Changing the permissions on the SCIM role can be performed as normal by editing the role group permissions for the role group attached to the SCIM role
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This section indicates where the selected role is in use within the system. A After you select an Entity a Filter References field is present which allows will be displayed which will allow you to filter down to see references related to a particular system entity. The Entity Filter drop down field will be disabled when viewing a core role group.
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