Wyn Enterprise: Roles

Wyn Enterprise employs role-based security which means that the permissions are assigned to roles, rather than to individual users. Roles give specific rights to users to perform certain actions or access certain areas. A user must be included in a role group to have the proper set of permissions. If you need to grant the permissions of a report or a model to the entire department, you can modify the role permissions without having to set it for everyone individually.

An administrator with the role administrator has the highest set of privileges. The admin can add a role and assign members and permissions to the role from Role page in the Account section.

Add a Role

  1. Navigate to Account > Roles.
    Roles

  2. Select the Organization for which you want to add roles.

  3. Click the Add Role button.
    Add Role

  4. Enter the name of Role in Add Role pane and click Add.

Add Members to the Role

  1. Select the role to which you want to add members, and then click Select Members button.
    Select Members for the Role

  2. Select the check-boxes corresponding to the members you want to add.
    Add Members to the Role

  3. Click Save to add selected members to the role.

Assign Permissions to the Role

  1. Select the role to which you want to provide permissions and then select Permissions tab.
    Assign Permissions

  2. Select the check-boxes corresponding to the Permissions you want to add. For example,

    • If you want to allow the role to create reports, select Create Report check box.
    • If you want to allow the role to schedule reports and dashboards, select Schedule Report/Dashboard check box.
  3. Click Save to assign selected permissions to the role.

Delete a Role

  1. Click delete icon Delete role next to the role you want to delete.
  2. In the Delete Role dialog box, click Ok button to permanently delete the Role from Admin Portal.

    Note : The deleted role is automatically removed from all the users who are assigned that role.