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Overview Overview

Overview

Roles control user and group access to administrative functions within Universal Controller. A user or group that has been assigned a role has permission to perform any function defined for that role.

Permissions control user and group access to specific functions for specific types of Controller records.

Some roles have permissions for specific functions that can be assigned individually. For example, a user that has been assigned the ops_agent_cluster_admin role has permission to perform all functions associated with Agent Clusters. A user that has not been assigned the ops_agent_cluster_admin role still can be given permission to perform individual functions associated with Agent Clusters via the Agent Cluster Permissions.

Conversely, since there is no role associated with Agents, permissions for a user to perform functions associated with Agents must be assigned specific Agent Permissions.
 

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Each role is a predefined collection of administrative functions (see Description of Roles, below). By assigning a role to a user or group, you automatically give that user or group all functions associated with that role.

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To assign roles to a user or group:

Step 1	Open a User or Group record.
Step 2	For a User, click the User Roles tab. A list of Roles assigned to the User displays.     For a Group, click the Group Roles tab. A list of Roles assigned to the Group displays.
Step 3	Click Edit. An Edit Members pop-up displays that allows you to assign Roles to the User / Group. For example:     The Collection window displays all Roles that have not been assigned to this User / Group. The Roles List window displays all Roles that have been assigned to this User / Group.
Step 4	To filter the Users/Groups listed in the Collection window, enter characters in the text field above the Name column. Only Users/Groups containing that sequence of characters will display in the list.
Step 5	To assign a Role to the User / Group, move the Role from the Collection window to the Roles window: To move a single Role, double-click it or click it once and then click the > arrow. To move multiple Roles, Ctrl-click them and then click the > arrow. To move all Roles, click the >> arrow. To unassign a Role to the User / Group, move the Role from the Roles window to the Collection window: To move a single Role, double-click it or click it once and then click the < arrow. To move multiple Roles, Ctrl-click them and then click the < arrow. To move all Roles, click the << arrow.
Step 6	Click Save.

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