Roles

Infoveave Roles allow you to create custom roles, control access to features in detail, and tailor user privileges based on your organization’s needs.

Note

The Roles section under Administration is visible only to users who have been granted access. This ensures that the management of roles and access privileges remains restricted to authorized individuals within your organization.

Creating a Role

1. To add a role in Infoveave, click on Administration Roles. All roles created by you are displayed under the Roles tab.
2. To create a new custom role, click on the New Role button. A custom role configuration page appears, where you can customize role settings according to your requirements.
   
3. Assign a Name to the new custom role.
4. Use the Is external checkbox to designate the role as external if needed. If a role is marked as Is external, users with this role will not have access to the catalogues, public folders and workflow statistics.
5. Start customizing role access using the checkbox options.
   • In the customization section, you find various options such as Insight, Reports, What If, Machine Learning, Process Automation, Studio, Administration, and Datasources.
   • Check the boxes next to the sections that you want the custom role to have access to.
   • By selecting these options, you define the user’s level of access within these sections.
6. After configuring all aspects of the custom role, click Save to save your settings.

Note

Roles in Infoveave are available based on the version type.

• SAAS version
  • Two types of roles are available. These are Creator and Viewer.
• Enterprise version
  • The system administrator can create Custom roles based on the features required for the role.

Editing a Role

Edit roles to ensure that they reflect and meet your evolving requirements.

To modify a role in Infoveave, follow these steps.

1. Navigate to Administration Roles.
2. Find the specific role that you want to edit.
3. Click on the Edit icon associated with the role.
4. Click on the Save button to save your edits after making the necessary modifications.

Deleting a Role

To delete a role in Infoveave, follow these steps.

1. Navigate to Administration Roles.
2. Find the role you want to delete.
3. Click on the Delete icon.
4. Type the specified text from the warning message in the provided text field.
5. Alternatively, you can copy the text from the icon and paste it into the text field.
6. Once you have entered the correct text, click on Delete.

Caution

Be cautious when deleting a role, as it cannot be recovered once deleted.