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About role management

A role in Viewpoint is simply a collection of permissions (see Permissions for a list of Viewpoint permissions). Once the permissions have been assigned, a role is assigned to users or user groups in a principal. This means that each user in the principal will be bound by the role permissions. For more information, see About principal management.

Use case

For example, let's say that you, the system administrator, have a company of 30 employees: 5 managers, 20 engineers, and 5 interns. There may be pages or Viewpoint reports that you want engineers to be able to access, but that you do not want interns to access. Likewise, there may be pages or reports that you want managers to be able to access, but no one else. Here is what you would do:

  • Create three roles: "manager," "engineer," and "intern."
  • Assign the permissions you want for each role.
  • Create three principals (one for the five managers, one for the 20 engineers, and one for the five interns), and assign the corresponding role to each principal. For more information, see Creating a new principal.

Viewpoint is delivered with three default Cloud roles.

For a full list of the permissions contained in each role, see Permissions

Role Description
Administrator This role contains all Cloud permissions.
Power User This role contains permissions to access all Cloud administration pages and permissions to manage service templates.
User This role contains permissions for users to submit resources they have access to, and to view and modify their own services.

You can edit or delete any of the delivered default roles. However, if you ever want to revert to the default roles, you will need to delete all existing roles and then log in to Viewpoint as the super user. If there are no existing roles when you log in as the super user, Viewpoint will automatically repopulate the default roles.

You can manage roles on the Role Management page (Administration > Role Management).

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