Creating a New Role
A role is a group of users that share the same permissions to perform tasks in the DashBoard Server and URM. The permissions and tasks that define a role can be as general or as specific as required. User accounts can belong to any number of roles, with each role defining specific tasks and permissions that may overlap.
You can define permissions for a role based on any combination of the following:
This section provides a general overview of how to create and configure a new role in the DashBoard Server and URM.
For information on configuring permissions for devices, refer to the section “Device Management Overview”.
To create a new role:
1.
Display the Users tab in the Configure User Rights dialog.
2.
3.
Click Create Role to display the Enter ID dialog.
Enter ID Dialog
4.
Type a valid, and unique, name in the Role ID field. The name must be between 5-25 characters in length.
5.
Click OK. The Editor area displays the configuration options for the new role. The Profile tab is automatically selected.
6.
Click Add User to display the Add Users dialog.
Click Add.
7.
Click Apply to save the new role. If you change menus, accounts, or roles, you will be prompted to save the new role.
To configure permissions for the DashBoard Server:
1.
Select the Permissions tab in the Configure User Rights dialog.
2.
Expand the DashBoard Server node.
3.
Select the DashBoard Server node. The Property Editor updates with a list of options available for the DashBoard Server. Note that you are configuring all the server options including all the DashBoard URM options for the new role.
4.
5.
Click Apply to save your changes.
To configure permissions for the DashBoard URM:
1.
Select the Permissions tab in the Configure User Rights dialog.
2.
Expand the DashBoard Server node.
3.
Select the DashBoard URM node. The Property Editor updates with a list of options available for the DashBoard URM. Note that you are configuring all the DashBoard URM options.
4.
5.
Click Apply to save your changes.
To configure permissions for an element of the DashBoard URM:
1.
Select the Permissions tab in the Configure User Rights dialog.
2.
Expand the DashBoard Server node.
3.
Expand the DashBoard URM node.
4.
Select the DashBoard URM element you wish to configure permissions for. The Property Editor updates with a list of options available for the selected element.
5.
6.
Click Apply to save your changes.
To configure permissions for all openGear devices:
Refer to the section “Configuring Permissions for openGear Devices” for details.
To configure permissions for a specific openGear device:
Refer to the section “Configuring Permissions for a Device” or the section “To configure permissions for a specific menu of a device:” for details.