Roles are assigned by Admins on the 'Users' page.
Out of the box, there are two roles built-in to Process Library (SaaS), each with specific permissions.
| Role | Features |
|
User |
A confirmed Process Library (SaaS) user who can View, Search and Share Process Maps. |
|
Author |
All the features of a User plus the ability to Create, Edit and Delete Process Maps. |
| Tenant Admin |
All the features of an Author plus the ability to: Approve Maps, Edit Library Settings, Invite New Users, Manage Custom Roles, Become the Billing Contact, Manage Homepage Menu, Manage Answer Sets, Create and Edit Properties. |
When anyone sets up a organisation in Process Library (SaaS), they are automatically assigned the Admin role for that organisations.
When you invite users to Process Library (SaaS), they are automatically assigned the User role for that organisation. Any Viewer can be assigned the Admin and/or Author roles by an Admin.
As standard, only Admins can assign Users to a role.
Roles are assigned in the Users page of Process Library (SaaS).
- Click on the Users menu option in the Admin section of the menu on the left hand side of your screen.
- You will see a list of all the Users in your Organisation and the role they hold.
- Find the person you would like to assign a role too, click on the button next to their name in the Actions column and select the Edit option from the dropdown.
If they aren't a User in your Organisation, you will need to invite them to join your Organisation as a User before you can assign them a role.
- This will take you to the 'Edit User' screen. From here you can assign the Admin Role by clicking the Author, Library Admin and/or Tenant Admin checkbox and clicking Save.
You can remove the user from the role by un-ticking the check-box.
- When you return to the Users page you will see the User's updated role in the User list.
