Role Based Access Control

Q. What are Access Roles?

A. Access Roles are groups of credentials configured in the platform. They allow users to use specific credentials for tasks within supported features.

Q. How do I create an Access Role?

A. The steps for creating access role are :

1. Go to the Access Roles section.
2. Configure credentials in Configure New.
3. Group one or more credentials together to form an Access Role.

Q. What is the purpose of Access Roles?

A. They manage and group credentials, ensuring users can only access the credentials they have been assigned.

Q. What are Functional Roles?

A. Functional Roles define permissions (read, write, delete) for different modules, controlling what actions a user can perform in each module.

Q. How do I create a Functional Role?

A. Define the required read, write, or delete permissions for each module.

Q. What is the purpose of Functional Roles?

A. They regulate feature-level access by specifying what actions users can perform within modules.

Q. Can a user have both Access and Functional Roles?

A. Yes. Both can be assigned to a user. Access Roles control credentials usage, while Functional Roles control feature permissions.

Q. Who can create, grant, and assign roles?

A. Only the Org Admin has the authority to create, grant, and assign both Access and Functional Roles.