Overview

Roles enables an Administrator to set up roles with specific permissions. These roles can then be used to assign to groups of Users that perform a specific function within Vault.

Where to find the Roles module:

  • Open Vault

  • Select Roles from Settings.

1. Display Role

This feature allows you to navigate the list of available Roles in Vault.

A list of User Roles is displayed. For each user role, the list displays the following details:

Column

Contents

Role Name

The name of the role is displayed.

Users in Role

The number of users assigned to the Role is displayed.

An Options icon appears if the mouse pointer is located above a row.  If this is clicked, the following options are presented:

  • Edit

  • Assign Users

  • Delete

The Delete option will only be available if there are no Users assigned to the Role.

2. Add a new Role

This feature is used to create and configure a new Role.

  1. In Vault, select Roles from the Settings menu

    1. To create a new User Role, click the Create new user role button 

  2. Enter the new Role Name

  3. Then assign the permissions to this role. Under Permissions:

    1. Records

    2. Logs

    3. Users

    4. Roles

    5. Settings

    6. Audio bookmarks

    7. Streams

    8. Schemas

    9. Attributes

These are the modules that can be assigned to this role. Each module has a number of permissions. To assign permissions for each of the modules, there are two options:

  • Select all the permissions available in the module

  • Select specific permissions in the module

Once the User Role has been created, click Save and now a User can be assigned to the Role.

3. Assign Users to a Role

This feature is used to assign and unassign existing users to an existing Role.

  1. Open Vault.

  2. Select Roles from the Settings menu

  3. Locate the Role from the list and click the Options icon to the right of the record and select Assign Users

  4. Click the Unassigned button to show the list of unassigned users for the selected Role

  5. Click the Assign User icon when hovering the mouse over a user or, to select multiple users, select each in the list and click the Assign icon at the top right

  6. Once assigned, a confirmation message will show