Applicable Product:

• OrgPublisher

Applicable Release:

• V21 and later

Summary:

This article demonstrates how to add a role to assign to users. Roles comprise a set of permissions, each of which allows an OrgPublisher Administration web app user to perform actions related to creating, editing, and deleting charts, data sources, users, passwords, and roles. Once roles are defined, users can be assigned one or more roles.

The system admin and users assigned a role with the Manage users and roles permission can create roles.

Note: Users and the permissions granted to them via roles in the Administration web app do not give users access to view secured charts in the Chart Viewer web app.

Role-based Permissions
There are three types of role-based permissions:

1. General: Defines limits on viewing charting and web app logs.
2. User: Defines limits on managing users, roles, and passwords.
3. Chart: Defines limits on creating, editing, archiving, and deleting charts, and managing notifications.
4. Data Source: Defines limits on creating, editing, and deleting data sources. 

Detailed information:

To add a role:

1. Go to Home > Settings > Roles. The Roles page appears.
2. Click Add. The Role page appears.
   
   
3. Enter a name. This field is required.
   
   
4. Optionally, select user management permissions.
5. Optionally, select chart locking permissions.
6. Optionally, set chart access permissions by selecting Manage all charts, or:

• Select Manage authored charts.
• Optionally, select Edit specific charts. The list of charts appears.
• Select the charts to grant users with this role permission to edit.

7. Optionally, set data source assignment permissions:

• Select Assign data sources to charts. The list of data sources appears.
• Select the data sources to grant users with this role permission to assign to charts.

8. Optionally, data source locking permissions.
9. Optionally, set data source access permissions by selecting Manage all data sources, or:

• Select Manage authored data sources.
• Optionally, select Edit specific data sources. The list of data sources appears.
• Select the data sources to grant users with this role permission to edit.

10. Click Save to save and close, or click Apply to save your changes and continue editing role options.
    
    

Keywords: Role, Permissions, Chart Admin, Adminstration, Users

Created: Larryl Shaw

Reviewed: Alvin Ee 27 June, 2025