Admin roles

With Admin Roles you can:

1. Use Pre-configured Admin Roles

2. Create Custom Roles

3. Assign Admin Roles to Admin Users

1) Pre-configured Admin Roles

To start using Admin Roles, follow these simple steps:

1) Log into the admin console using an admin account.

2) Go to Instance Configuration > Admin Roles from the main menu. The Admin Roles page will be displayed as shown below.

3) You will notice that Strivacity includes 3 pre-configured Roles by default. The rights of these roles is explained in the table below:

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The rights for the pre-canned Admin Role (Grant All, Read, Write, Delete) cannot be modified. If you wish to create a similar or duplicate Admin Role simply create a Custom Role.

These roles can be assigned to any existing Admin users within Strivacity. See Assigning Roles to Admin Accounts for instructions on how to do this.

2) Creating Custom Roles

Strivacity supports the capability for Admins to create their own custom roles by constructing them using the available rights. A role will consist of many rights, where a right corresponds to a discreet administrative function within the admin console.

To create a custom role, follow these simple instructions:

1) Log into the admin console using an admin account.

2) Go to Instance Configuration > Admin Roles from the main menu. The Admin Roles page will be displayed as shown below:

3) Click the 'Create Role' button from the top right corner. You will now be able to set the Role Name, Role Description, and choose the individual Access Rights that you would like to apply to this role.

You can click through the tabs to see the available Access Rights for administrative accounts:

Account management

Administration

Policy configuration

4) Once you have chosen the Access Rights that you wish to add to the role, click the 'Save' button. The newly created Admin Role is available for assignment to admin accounts. See Assigning Roles to Admin Accounts to learn more about Admin Role assignments.

3) Assigning Roles to Admin Accounts

To assign any Admin Roles to Admin Users follow these simple steps:

1) Log into the admin console using an admin account.

2) Go to Instance Configuration > Admin Roles from the main menu.

3) Select the Admin Role that you wish to assign to an Admin User.

4) Next, click the Assignees tab, and any assigned accounts will be displayed, as shown below:

5) Now click the 'Assign Accounts' and add any Admin Users from the available list

6) You will now be asked to confirm the assignment. Click 'Assign' to finish assigning the Admin user to the Role, or cancel.

7) You will now see that Admin User has been added to the role and so they will now have the rights to perform the Helpdesk function (per his example).