4.4.3.0 RDA, Roles

Role is a permission group that can include Users and User Groups. A Role can be assigned to one or several Projects.

Note: a new User must be assigned to a Role and the Role must be assigned to a Projects in order to perform any operation.

In RDA Designer module navigate to the left side menu and select "Reference Data Admin -> Settings -> Roles":

 

Roles grid:

Create a new Role by assigning User(s) and User Group(s) to it. Click "Add Role" button:

Fill in Role details:

Name - insert Role name.

Description - short Role description.

Assigned Groups - add a Group(s) of Users.

Assigned Users - add specific User(s).

Click "Save" button to save created Role.

 

Deploy Roles:
 

The Deploy Roles allows to copy Roles into other environments.

Note: before using this functionality, ensure you have defined the "Environment" and "Import" paths.

In the Roles grid choose one or more Roles that should be deployed and click "Deploy":

Fill in the details: 

Package Name - provide a name for the deployment package.

Environment - select the target environment for deployment.

Choose objects to deploy - switch in order to manually choose which related objects should/shouldn't be Deployed. If you keep it unmarked - all related items will be Deployed.

Optionally, use the "Deploy All" button to deploy all the Roles at once.

 

Existing Role:

For an existing Role in the grid the following options are available:

Groups And Users button - quick access to add/remove assigned Group(s) and/or User(s). The following window will open when clicking:

Projects button - review assigned Projects for selected Role. A Role can be assigned to a Project only from the Project itself in Projects grid. he following window will open when clicking:

Edit (pencil icon) - edit Role details.

Delete (trash can icon) - delete selected Role.