3.8.4 Roles

Roles - Login Profile

Roles are designed to create a grouped profile for users/groups that are created in the Administration user management section.

Each user or group that can login to the quilliup must be assigned to a Role, which will define the login profile and permissions. This applies to all authentication methods.

Roles main grid:

Adding a New Role

Click "Add Role" and fill in all the needed fields:

Name - Role name. Use a name that points to the log in profile (e.g. Developers, Viewers, Quality Gates Admin, etc.).

Description - a short description describing the log in the profile group.

Assigned Groups - application groups that should inherit this Role permissions.

Assigned Users - application users that should inherit this Role permissions.

Modify Role properties by clicking "Edit" button.

Assigning a Role to a Project

Authorization to Projects and their items is enabled by creating a linkage between the Role and the Project. Once a Role is assigned to the project (this is done by accessing the Project properties), all those users & groups that are assigned to the specific Role, will be able to access this Project.

Assigning a Role to a Project is performed by accessing the Project properties from Projects grid.

Click "Edit" button for specific Project:

Properties can be viewed by clicking the Project name, where the option to remove Roles and Data Sources is also available.

A Role can be restricted to perform partial functionality within a specific project. Once a Role is assigned to a Project, it will inherit the default permission setting. This can be modified in the Project's role permission settings.