Adding Access Roles

Archer supports role-based access control. Archer allows you to create access roles that you can assign to users. Each access role is mapped to a list of user authorization settings. User authorization settings control rights or permissions that are granted to a user for accessing a resource managed by Archer.

Creating an access role defines the application and page-level rights for all users assigned the role.

On this page

Page-level rights

The following table describes page-level rights.

Rights

Description

Create

Create new page content, such as records, fields, notification templates, and content review stages.

Read

Read page content.

Update

Modify existing page content.

Delete

Delete page content.

Add an access role

  1. From the menu, click Admin menu> Access Control > Access Roles.
  2. Do 1 of the following:
    • If you want to create a new access role, click Add.
    • If you want to create a new access role from an existing access role, click Copy from the Actions area of the Access Role you want to copy .
  3. In the General Information section, enter a name and description for the access role.
  4. (Optional) To enter an Alias, click Save, and then enter an Alias name in the General Information section.
  5. (Optional) To set access role as the default for all users and groups, check Assign as Default in the General Information section.
  6. (Optional) To set a default dashboard for all users and groups associated with this role, select Default Home Page to Dashboard.
  7. (Optional) In the Group Assignments section, assign groups to the access role.
  8. Click Save.
  9. On the Rights tab, and select the Create, Read, Update, and Delete (CRUD) checkboxes that correspond to the appropriate rights for each page type.
    • User or group access to the Manage Global Values Lists page provides access to all global values lists in Archer. If you want a user to have access to specific global values lists and not all lists, select the appropriate CRUD access for the individual global values list.
    • If you grant access rights to import data, you must also grant rights to the content record that data will be imported into. For example, users can import data into the Policies application only if they have access to Integration: Data Imports; Create, Read, and Update rights to Policies: Content Record; and Policies: Data Import.

  10. Click Save or Save and Close.

    • To apply the changes and continue working, click Save.
    • To save and exit, click Save and Close.