Managing Roles

A set of permissions to execute specific tasks in the application is termed as Roles in AppViewX. Roles can be assigned only to a user group. Users within user groups will inherit role permissions assigned to that group. User groups can be assigned more than one role. A default set of roles is available within the application as per the industry standards.

Accessing the Role Page

New Menu Old Menu
In the Platform module, from the navigation pane on the left, under IDENTITY, select Role.

The Role page is displayed, with all the roles listed with their Name, Description, and Status.

 From the main navigation menu, select Account > Role.

The Role page is displayed, with all the roles listed with their Name, Description, and Status.
For more information on how to switch between menus, click here.
Note: In the Roles Inventory:
  • Delegated admins can only view, assign, or modify roles created under their own delegated group.
  • Roles from other delegated groups are completely hidden.
  • Role assigned to delegated admin can be shown as read only (to view and understand the permissions)
For more information, see RBAC Delegation.

Creating a Role

To create a role:
  1. On the Role page, from the top right corner of the screen, click (Add) icon.
    The Add page is displayed.
  2. Under the Information tab, enter the following details:
    Table 1. Field descriptions for Information
    Field Description
    *Name Name of the role.
    Description Role/features/functionalities associated with the role.
    *: Mandatory fields
  3. Click Save.
  4. In the Authorized functions section, select the checkbox beside the functionalities that you want to associate with the role.
  5. To assign functions at a granular level, click the icon for the functions' check box and then select individual sub-options within the functions.
  6. Click Save.
    Details of the new role are displayed in the list on the Role page.

Cloning a Role

Cloning lets you create a copy of an existing role with a different name. You can modify the permissions and tasks that can be performed while cloning a role.

To clone a role:

  1. On the Role page, for the role you want to clone, select the corresponding check box.
  2. From the top right corner of the screen, click (Clone) icon.
  3. In the Information section, enter a new Name for the role.
  4. Click Save.
    The selected role is cloned.

Modifying a Role

To modify a role:
  1. On the Role page, from the top right corner of the screen, click (Modify) icon.
  2. The Modify :: Application Manager-ADC page is displayed (because we selected the Application Manager role).
  3. Modify the details in the Information and Authorized functions as required.
  4. Click Save.
    The selected role is modified.

Enabling a Role

To enable a role:
  1. On the Role page, for the role you want to enable, select the corresponding check box.
  2. From the top right corner of the screen, click (Enable) icon.
  3. In the Confirmation dialog box, click Yes.
    The selected role is enabled.

Disabling a Role

To disable a role:
  1. On the Role page, for the (enabled) role you want to disable, select the corresponding check box.
  2. From the top right corner of the screen, click (Disable) icon.
  3. In the Confirmation dialog box, click Yes.
    The selected role is disabled.

Importing Roles

To import a role:
  1. On the Role page, from the top right corner of the screen, click (Import) icon.
    The Import page is displayed.
  2. Click Browse.
    Choose the .csv file for import.
  3. Click Upload.
    The imported file will be displayed in the list below.
  4. Click Submit.
    The Role page displays the details of the imported role in the list.

Exporting Roles

To export a role:
  1. On the Role page, choose the roles that need to be exported, select the corresponding check box.
    Note: The export roles functionality allows exporting a maximum of ten roles at a time.
  2. From the top right corner of the screen, click (Export) icon.
    Selected roles will be exported in .csv format.

Deleting a Role

Note: A role that has active users belonging to it cannot be deleted.

To delete a role:

  1. On the Role page, for the role you want to delete, select the corresponding check box.
  2. From the top right corner of the screen, click (Delete) icon.
  3. In the Confirmation dialog box, click Yes.
    The selected role is deleted.