You can use roles to manage user privileges in Blue Relay. A user’s role determines the actions the user can perform. You would typically create roles with different privileges, such as System Administrator (allowed to perform all actions plus admin actions like license management), Administrator (allowed to manage users, groups, roles, etc.), Editor (allowed to view, create, modify, and delete folders and files), Author (allowed to view and create folders and files), and Reader (allowed to view folders and files).

Note  These are examples of typical roles; different roles may be required for your organization.

Note  You can use permissions to control user and group access to specific items (folders, files, comparison results, and forms). For more information, see Understanding Permissions.

 

Click roles on the navigation bar menu


 

  1. Click Add Role (or click + in the Roles list).
  2. Enter a name for the role.
  3. To select the allowed actions for the role:


       a. Select a Group of Actions 


To select an entire group of actions, select any of the View, Create, Modify, Delete, and All Admin Actions options. All of the sub-actions within the selected group will be allowed for the role. For example, if you select the Create group, the role will be allowed to perform all create actions (create files, folders, workflows, users, groups, data sets, etc.). The All Admin Actions action group should only be assigned to the System Administrator role.



        b. Select Specific Actions

To select specific actions, click Advanced. Click a category to expand it, then select the actions you want to include. For example, if the role is only allowed to create files and folders, select the Create File Action and Create Folder Action options.



Be careful not to assign administrator actions to non-admin roles.

  • The All Admin Actions group should only be assigned to the System Administrator role.
  • In the Advanced section, the Modify Role action should only be assigned to an Administrator role (non-admin users should not have the ability to change their own role).
  • Other admin actions in the Advanced section, such as the User and Group actions, should only be assigned to an Administrator role.

        4. Click Create.