Roles

Infoveave Roles allows you to create custom roles, finely control access to features, and tailor user privileges according to your organization’s needs. Here’s a step-by-step guide to managing roles within Infoveave’s Administration section:

1. Overview

Note

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

2. Create Roles

Steps to Create Roles

To add a Roles in Infoveave, click on Administration Roles.

- All Roles created by you will be displayed under the tabs Roles.

To create a new custom role, click on the New Role button.
- A custom role configuration page will appear, where you can customize role settings based on your requirements.
Assign a Name to the new custom role.
Use the Is External checkbox to designate the role as external if needed.
- If a role is defined as “Is External,” users with this role will not have access to the catalogues, public folders, and Job statistics on the Springboard.

Note Roles in Infoveave are available based on the type of version.

SAAS Version
- Two types of roles are available these are Studio and Viewer.
Enterprise Version
- The system administrator can create Custom roles based on the features required for the role.

Start customizing Role access with the checkbox option:
- In the customization section, you’ll find various options such as Module, Insight, Report, What If, Machine Learning, Process Automation, Studio, Administration, Datasources.
- Check the boxes next to the sections that you want the custom role to have access to.
- By selecting these options, you’re defining the user’s level of access within these sections.
After configuring all aspects of the custom role, click Save to save your settings.

Note When managing roles in Infoveave's Administration section, you can fine-tune access to specific modules and functionalities based on your organization's needs. Here's how you can customize access to different sections for a new role:

Insights:
- Infoboards: Customize access to Infoboards, including widgets and the query builder.
Reports:
- Office Reports: Enable or disable access to office reports.
- Query Reports: Customize access to query-based reports.
- Address Books: Control access to address book resources.
What If:
- What If Analysis: Determine access to the What If analysis feature.
- What If Formula: Specify access to What If formula functionalities.
Machine Learning:
- ML Modeller: Enable or disable access to the ML Modeller tool.
- ML Analysis: Control access to Machine Learning analysis features.
- SciPyR: Customize access to SciPyR functionalities.
- Statistical Analysis: Determine access to statistical analysis tools.
Process Automation:
- Tasks: Specify access to task management.
- Jobs: Enable or disable access to job functionalities.
- Target and Threshold: Control access to target and threshold settings.
- Move to Production: Determine whether the role can move jobs to the production environment.
- Move to Draft: Specify access to moving jobs to the draft state.
Studio:
- Maps: Enable or disable access to the Maps module.
- NGaugeForms: Control access to NGaugeForms.
- NGaugeAgents: Determine access to NGaugeAgents.
- FiscalCalendar: Specify access to the FiscalCalendar module.
- MediaManager: Enable or disable access to the MediaManager module.
- Projects: Control access to project management.
- Lists: Determine access to Lists functionalities.
Administration:
- Role: Specify access to role management.
- User: Control access to user management.
- ControlCenter: Enable or disable access to the ControlCenter.
- AuditLog: Determine access to the AuditLog feature.
Datasources:
- Customize access to various types of datasources, including:
  - FileBasedCube
  - GoogleAnalytics
  - Mondrian
  - MicrosoftSSAS
  - MicrosoftSQL
  - Oracle
  - MySQL
  - Percona
  - MariaDB
  - Postgres
  - AmazonRedshift
  - Druid
  - Facebook
  - Twitter
  - DataWorld
  - MongoDB
  - IOT
  - PluginBased

For each section, you can further customize the role's access with the following options:

Enabled: Choose whether the section is accessible to the role.
Access Entities: Control access to entities within the section.
Share Entities: Specify whether the role can share entities.
Manage Shared Entities: Determine whether the role can manage shared entities.
View All: Choose if the role has the privilege to view all entities.
Move to Production: (Specific for Jobs) Determine if the role can move jobs to the production environment.
Move to Draft: (Specific for Jobs) Specify if the role can move jobs to the draft state.
Catalogue: Choose whether the role has access to the catalogue feature.

3. Edit Roles

Edit Roles to ensure that they reflect and meets your evolving requirements.

To modify a Role in Infoveave, follow these steps:

Find the specific Role that you want to edit.
Click on the Edit icon associated with the Role.
Click on the Save button to save your edit, after making the necessary modifications.

4. Delete Roles

To delete a Role in Infoveave, follow these simple steps:

Find the Role you want to delete.
Click on the Delete icon.
Type the specified text from the warning message in the provided text field.
Alternatively, you can copy the text from the icon and paste it in the text field.
Once you have entered the correct text, click on Delete.

Alert

Please be cautious when deleting a Role, as it cannot be recovered once deleted.

Administration

Roles