Roles

A security role represents a level of authorization and includes the set of actions a group of users can perform. Each role contains a set of features that users associated with the role are permitted to perform. These features are selected on the Role Overview page after the creation of the role.

A suite of standard roles with tailored access to the Syniti Knowledge Platform are provided. Additional roles can be added and customized as needed.

Create a Role

To create a role:

1. Verify you’re in the Admin module of the Syniti Knowledge Platform.
   Or
   Select Admin from the Profile menu to navigate to the Admin module of the Syniti Knowledge Platform.

2. Click Roles in the Admin menu.

3. Click the Create role button.

For details about a specific field, hover over the Help icon.

An excerpt of this topic can also be found when you click the Page help icon on the Site menu.

Edit a Role

Any change made to a role has an immediate effect on the associated users, even if the users are already logged in to the platform.

To edit a role:

1. Verify you’re in the Admin module of the Syniti Knowledge Platform.
   Or
   Select Admin from the Profile menu to navigate to the Admin module of the Syniti Knowledge Platform.

2. Click Roles in the Admin menu.

3. Click the Edit role icon.

For details about a specific field, hover over the Help icon.

An excerpt of this topic can also be found when you click the Page help icon on the Site menu.

Copy a Role

Any security role can be copied to create a new role with the same features. After the role is copied, features can be added or removed from the new custom role as necessary. Copying a role can be used when you would like to remove or add a feature to a system role, which cannot be edited.

To copy a role:

1. Verify you’re in the Admin module of the Syniti Knowledge Platform.
    Or
   Select Admin from the Profile menu to navigate to the Admin module of the Syniti Knowledge Platform.

2. Click Roles in the Admin menu.

3. Click on the role Name to navigate to the desired role.

4. Select Copy Role from the More Actions menu.

For details about a specific field, hover over the Help icon.

An excerpt of this topic can also be found when you click the Page help icon on the Site menu.

Delete a Role

When a role is deleted, it is removed from all user groups it is assigned to. All users assigned to these user groups will no longer be able to use the features provided by the role unless the features are provided to the user via a different role.

To delete a user group:

1. Verify you’re in the Admin module of the Syniti Knowledge Platform.
   Or
   Select Admin from the Profile menu to navigate to the Admin module of the Syniti Knowledge Platform.

2. Click Roles in the Admin menu.

3. Click the Delete role icon.

For details about a specific field, hover over the Help icon.

An excerpt of this topic can also be found when you click the Page help icon on the Site menu.