Roles

This page provides a list of user roles, descriptions, and the number of users assigned to that role. You can add, edit, and delete roles.

• You can click the drop-down next to Show to specify the number of roles to show per page. The default value is 10
• You can use the Search box to search for a user role.

Add a New Role

1. Click Add Role. 
2. The User Role Information page opens:
   1. Enter the User Role Name and Description.
   2. Under Security, restrict max login attempts and lockout time for this role. (The defaults are 10 attempts and 15 minutes)
      
   3. Click Next.
3. Configure Page Settings:
   1. Toggle which Sections of the DXP UI the role will have access to
      1. If Reporting is selected in Sections, configure the Reporting Settings:
         1. Select the Reporting Role for the user:
         2. Report Viewer provides Read-Only access
         3. Report Scheduler allows the user to schedule reports but not create them.
         4. Report Creator allows the user to create custom reports.
         5. Report Admin provides all permissions, including deletion.
      2. Select which reports are available to the user
         1. All Reports will be selected as the default
         2. If disabled, scroll through the list of platforms and select the specific reports required
      3. Move to the Analytics Settings tab, and select the Analytics Role.
   2. Toggle which Dashboards the role will have access to.
   3. Check the Custom Platform Configuration box to allow the role to create and manage custom dashboards.
   4. Click Next.
4. Configure Data Access:
   1. Enable PII Restriction to prevent users assigned to this role from viewing personal data.
   2. Use the Filters dropdown menus to limit the data and resources accessible to this role.

Edit a Role

1. Click the Edit button next to the role you want to edit. The Edit User Role page opens.
2. Make changes to the role settings, as needed.
   Note

   You cannot change the name of the user role. 
   3. Click Save. Or, click Cancel.
   

Delete a Role

1. Click X in the Actions column next to the role you want to delete. The Delete Role dialog appears.
2. Click Delete. Or, click Cancel. The user role is removed from the list on the Roles page.