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Manage Roles

Roles define the rights that Users receive in the Enterprise Glossary. Roles can be used to control which folders of the directory a User can access and work in and which entities the user can read or edit. Roles can be edited only by administrators. You can access the Manage Roles section by clicking the gear icon on the right side of the main menu.

Default Roles

There are 2 default roles that can be used to speed up the setup of the Enterprise Glossary:

  • Default Author: Can see and edit all folders of the directory. Can read and edit entities of all templates.

  • Default Visitor: Can see all folders of the directory. Can read entities of all templates.

Default Roles cannot be changed.

Create Roles and Edit Roles

Roles can be newly created by clicking Create and edited by clicking Edit in the table column of the respective role.

Create and Edit Role in the Maintain Roles area

When creating a new Role or editing an existing one, you can edit the following sections:

  • Set a unique Name for the Role.

  • The Description provides additional space to describe the Role.

Once a name and description are set, the changes can be saved.

Delete Roles

A role can be deleted by clicking the Delete button in the column of the respective role. A role cannot be deleted if it is used by a user.

Add/Remove Users of Role

A role can be assigned to users by pressing the Add/Remove Users of Role button in the respective role's column.

In the appearing pop-up, the role can be assigned or unassigned to users by activating or deactivating the checkboxes. Multiple roles can be assigned to a user. In this case, the permissions are combined so that the user has access to all areas for which the respective roles are authorized.

Role Authorizations

To define the rights of a role, the administrator needs to click on the key icon or on “Role Authorization” in the function panel.

The role settings contain 3 different tabs:

Directory Authorizations

SAP Entity Authorization

Custom Entity Authorization

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