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13.2. Managing Security Roles

Roles can be used to easily provide users or groups with specific rights, which are inherited from the role.

Proceed to one of the following sections below for more information:

About Default Roles

The following default roles are provided.

Note: The superuser setting, available via the user settings, allows for full access to all system settings, including all of the system button options listed for the admin role above. In addition, there are several settings that only superusers can access (such as the configure system option).

Viewing Existing Roles

You can view the roles currently defined in LincDoc by selecting security roles from the system button.

The Security roles dialog box appears, with the current roles specified on the left side of the dialog box (highlighted below).

 

You can click on any existing role to see which users and groups are currently assigned to it. The provider for each user and group is also shown.
In the following example, no users (the user area is blank) and two groups have been assigned to the admin role. In addition, notice that each of the groups uses a different provider.

Creating a Role

You can create custom roles, to compliment the default roles provided by LincDoc.

  1. Access the Security roles dialog box as described in Viewing Existing Roles above.
  2. Click the + button.

    The New Role dialog box appears.
  3. Type the role name in the Role name text box, and click OK.
    The new role is added to the list on the Security roles dialog box.
  4. Click save to save the updated roles list. 

Adding Users and Groups to Roles

Once the appropriate roles are created, you can add user or groups to them. These added users and groups are then granted the access provided to the roles to which they are assigned. 

For more information on creating and working with users, see Managing Users.

For more information on creating and working with groups, see Managing Groups. 

Tip: It is recommended that you assign roles to groups instead of individual users. Although you can assign individual users to roles, assigning groups allows for easier administration.

  1. Access the Security roles dialog box as described in Viewing Existing Roles above.
  2. Click an existing role. Any currently assigned users or groups appear on the right side of the dialog box.
  3. Click the + button that corresponds to the user or group list, depending on which type of item you want to add.

    The Select dialog box appears. In the following
  4. Select the correct provider from the Provider drop-down list.
  5. Type a string in the text box below the Provider drop-down list.
  6. Click the Search icon.

    All users or groups that match the specified string appear.
  7. Click the appropriate user or group to select it.
    The selected item is highlighted.
  8. Click select.
    The specified item is added to the appropriate list on the Security roles dialog box. 

Deleting a Role

You can only delete non-default roles that you have added. Default roles cannot be removed.

  1. Access the Security roles dialog box as described in Viewing Existing Roles above.
  2. Hover over an existing non-default role.
    The delete button appears to the right of the role's name.
  3. Click the button.
    A confirmation message appears.
  4. Click Yes to confirm that you want to delete the role.
    The role is removed.
  5. Click save at the top of the Security roles dialog box.

 

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