Role management (for SaaS only)
The Role Management tab in Site Administration enables you to manage roles for ALM SaaS users.
Note: Only site admins and users with the system-defined role Customer Admin can use Role Management to create, view, edit, and delete roles.
In this topic:
Overview
ALM SaaS environments use roles to control permissions for SaaS users. The permissions cover the following areas:
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Customers
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Projects
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Authentication
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Role Management
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User Management
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Audit Log
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Usage Report
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Connected Users
For an end customer
Permissions in each area are grouped under My Customer Context Permissions. You can select permissions for the end customer only.
For an owner customer
Permissions in each area are grouped under My Customer Context Permissions and Switch Customer Context Permissions.
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Under My Customer Context Permissions, you select permissions for the owner customer.
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Under Switch Customer Context Permissions, you select permissions for the end customer under the owner customer.
Note: Only users with the View Roles permission can access the Role Management tab. Site admin and customer admin users have this permission by default.
System-defined roles
ALM provide the following out-of-the-box roles. These roles are not shown in the Role Management tab but are available for selection when assigning roles to users.
Role | Permissions |
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Basic User | This role only has view permissions. |
Customer Admin |
This role has the following permissions:
For details about what a customer admin can do, see Site Administration. |
Create roles
In the Role Management tab, you can create, clone, edit, and delete roles.
Action | Details |
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Create a role |
To create a role:
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Clone a role |
To clone a role:
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Edit a role |
To edit a role:
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Delete a role |
To delete a role:
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See also: