Perform basic operations for accounts, groups, and roles

As you work with accounts, groups, and roles, bear in mind these basic operations:

Editing an account

Edit a user account. On this page, you can edit all fields and module permission levels as well as manage pending accounts and disable active accounts.

Steps

  1. On the Admin & Rights 2.0 dashboard, under Management, click Accounts.
  2. From the All Accounts page, click the user's name. The user's account page opens.
  3. Click Edit to modify the user's Basic Information and Access Rights.
  4. Click Save.

If an account has a status of “Pending,” the user has yet to accept the invitation and create their password. You have the following options, which appear as buttons in the upper right of the screen:

  • Resend Invite – Opens a modal with the invitation link. If the user's email domain is white listed on the platform, it resends the invitation email to the user. Otherwise, the invitation link must be directly emailed to the user.
  • Cancel Invite – Sets the user account to "Disabled" and adds a Reactivate button. Click Reactivate returns the account to the "Pending" state.
    • When you reactivate a pending account that was disabled, the system does not resend the invitation email. Click Resend Invite to do that.

An active account has a Disable button in the upper right, along with the Edit button. If you want to disable the account, click Disable and then confirm the action in the modal that follows. Note that disabled accounts can be reactivated by clicking the Reactivate button.

Editing a group

Edit a group. Add or remove members, and edit the permission level of the group.

Steps

  1. From the Group tab, click the group name.
  2. Click Edit to add or remove group members and to edit the access rights.
  3. Click Save.
Adding a platform user to an account group augments any permissions already defined for an individual account.

Editing a role

Edit a role. Add, remove or edit any rules defined for the role.

Steps

  1. On the Admin & Rights 2.0 dashboard, under Management, click Roles.
  2. On the All Roles page, locate the role you want to edit and click its name in either the Name or Display Name column.
  3. If necessary, edit the name or display name for the role.
  4. If necessary, edit any existing rules for the role. You can select a different resource for the role and/or modify the actions you want assigned to the resource, namely "get," "list," and "create."
  5. If you want to add more rules for the role, see Create Role.
  6. When you are done making changes, click Save.

Deleting a group

Delete a group.

Steps

  1. On the Admin & Rights 2.0 dashboard, under Management, click Groups
  2. On the All Groups page, locate the group you want to delete and hover the cursor over its associated ellipses link at the right side of the table.
  3. Select the Delete option.
  4. Then, on the confirmation modal, click OK to delete the group. The group is removed from the All Groups page.

Deleting a role

Delete a role.

Steps

  1. On the Admin & Rights 2.0 dashboard, under Management, click Roles
  2. On the All Roles page, locate the role you want to delete and hover the cursor over its associated ellipses link at the right side of the table.
  3. Select the Delete option.
  4. Then, on the confirmation modal, click OK to delete the role. The role is removed from the All Groups page.