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titleCreate a Role

Create a Role

  1. Open Roles

  2. Press

Add

  • Provide Details

    • Save

    1. Create

    2. Define User Rights

    3. Save

    In the detail view of the role, you can directly assign users.

    Picturepark_piz-roseg_access_roles_create_add-users_2023-06-13_14-22-05.mp4

    After the Creation of the Role

  • Define User Rights

    1. Add the role to Permission Sets

    2. Add the role to a user

    3. Add the role to a channel

    Expand
    titleAccess Role in User Search

    Access Role in User Search

    The Roles are saved in a field called: 

    userRoleId

    Therefore you can search for Roles in the menu Users to find all users of a role. You cannot access roles in the Content Browser, but only Permission Sets. 

    Case

    Value

    Exact Match

    userRoles.userRoleId:GUID

    Has no Role assigned

    -_exists_:userRoles.userRoleId

    Has Role assigned

    _exists_:userRoles.userRoleId

    Filter by label (Content by label)
    showLabelsfalse
    showSpacefalse
    titleSolutions
    cqllabel = "advanced-search" and label = "roles" and space = "SOL"
    Expand
    titleUpdate a Role

    Update a Role

    1. Open Roles

    2. Select your desired role

    3. Update role details or user rights

    4. Save

    Picturepark_piz-roseg_update-role_2023-06-13_14-27-04.mp4
    Expand
    titleDelete a Role

    Delete a Role

    1. Open the desired menu

    2. Look for the delete icon  

    3. Image Modified

      Choose delete from the context menu or the toolbar in the browser or detail view

    4. Confirm your desire to delete. 

    References (assigned items)

    Roles with users cannot be deleted. You must

    clean up

    remove the

    references

    users first

    (e.g. remove from Tagbox, remove from items)

    .

    Picturepark_piz-roseg_access_roles_delete-role-with-users_remove-users_delete_2023-06-13_14-29-20.mp4

     

    Expand
    titleDelete Users of a Role

    Delete Users of a Role

    You can only delete roles when no users are assigned. To find the affected users you

    1. You can open the role, click & select all users and remove all users.

    Picturepark_piz-roseg_access_roles_batch-remove-users_2023-06-13_14-29-20.mp4

    1. You can search for the users of this role. 

    Filter by label (Content by label)
    showLabelsfalse
    showSpacefalse
    titleSolutions
    cqllabel = "advanced-search" and label = "roles" and space = "SOL"

    ...