Role management
Available for: SaaS only
The Role Management tab in Site Administration enables you to manage roles for ALM SaaS users.
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.
Permissions
To view roles, you should be site admin or customer admin, or have any permissions listed under Role Management.
To create, edit, or delete roles, you should be site admin or customer admin.
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 What a customer admin can do. |
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: