Manage roles

Roles are a named set of permissions that determine your users’ access to features within the platform based on your organization’s structure. Create and update roles, and verify that each role has appropriate access to the resources they need.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

Add or update roles

ImportantTwo special default roles provided by ​ValidMind have unique characteristics.

1. Customer Admin — The ^Locked role with the highest level of access and, as such, cannot be modified.

2. Basic User — The ^Basic role with the lowest level of access, providing only limited access until an administrator grants additional optional permissions or roles to users.²

² Since every user must be a Basic User to sign in, this role is not available for selection on role assignment menus or shown on the list of roles a user holds, but you can still edit the role’s name and permissions.

1. In the left sidebar, click Settings.

2. Under Users & Access, select Roles.

3. Click Add Role.

4. Enter the unique name and description for the role.³

5. Once you click Add Role, you can proceed with managing the user permissions and users associated with that role.

³ Role names and inventory record stakeholder type names cannot be duplicated to reduce confusion.

Manage role permissions

1. Click on the role whose user permissions you want to change.

2. Select a permission type to manage:

   • Feature Permissions — Granular permissions for specific features within the ValidMind Platform.⁴
   • Field Permissions — Read and update (write) permissions for record fields⁵ and artifact fields.⁶

3. Select Edit Permissions to to add or remove user permissions to or from that role.

4. Toggle specific user permissions for that role by checking or unchecking the boxes next to the permission.

5. Click Save Changes to apply the configuration for those permissions on that role.

⁴ Manage permissions

⁵ Manage inventory fields

⁶ Manage artifact fields

Manage role users

1. Click on the role whose users you want to manage.

2. Select the Users tab, where you can:

   • View a list of users assigned to that role.
   • Add a role to users already on that list.⁷

⁷ To add users to roles, refer to: Manage users

Add roles to users

1. Click to the right of a user’s name to assign roles to that user.

2. Click next to the role for each role to be assigned.

3. Click Assign Roles to User to save changes.

Delete roles from users

1. Click to delete a role from a user.

2. Click Yes, Remove Role to confirm removal of that role from the user.

Rename existing roles

To rename a role after it has been created:

1. Click on the role you want to rename.

2. On the role’s detail view, click on the title of the role.

3. Type in the new name of the role.

4. Click Save to apply your changes.