Users, Roles and Permissions

UC Central provides a robust Role and Permission system that allows portal administrators a fine level of granularity when managing users and permissions.





In this section, we will describe how a portal administrator can:

  • Create and Manage Roles
  • Add New Users
  • Manage User Roles


A few key ideas:

  • Permissions are fine grained security access grants on features within the UC Central Portal.
  • Roles are groupings of permissions that can be assigned to individual users.
  • You can assign many roles to a single user.  When this is done, the user will have the inclusive set of permissions between all the roles.


Create and Manage Roles


In the top menu, click "Admin" (shown above).

The roles available in your portal will be shown in the main window.


There is one system role that cannot be changed named "Authenticated User".  All users on the portal will have this role assigned.  It is not editable and is responsible for allowing access to the portal.  Any user added to the portal will by default be assigned this role.


Here, as an example, we have 3 roles.  Analytic Viewers and Portal Administrators are custom roles created for this user.


You can create as many custom roles as you would like, each with a different set of permissions.


To do so, click the "+ Add New Role" button as show in [B] above.



On the "Create Role" view, give the new role a Name and a Description, then select the options you would like for this role.


"Auto assign this role..." - check this option for your new role if you want this role to be applied to any new user you invite to your portal using the "Quick Invite" feature (described below).  Any role that has been flagged as "Auto Assign" will show a green " Auto-Assign " tag beside it on the main roles view.


Permissions

  • Check all permissions that should be enabled for this role. 
  • Each permission is grouped into a permission group.
  • You can check the box on a permission group to enable all permissions within that group on the role.
  • You can expand the permission group using the "+" button to the right of the permissions group for finer control over which permissions will be enabled.


Once you have selected all the permission groups and/or permissions that apply to this role (and have named the role), click the "Save Changes" button in the right panel of the view.


At this point, your new role is available to assign to users.


Managing the role is the same process, but rather than creating a new role, you can select the role by name from the main role window to modify it.  Any permission modifications on a role will apply to all users that are already assigned to that role.


Adding a new User

In the top menu, click "Users" (shown above).

The users of your portal will be shown in the main window.  Note that this list is paged and there are paging buttons to the bottom right of the users list.


After pressing Invite User, you will be prompted to enter their email address, an optional message to the recipient, and choose which portal role they will have.



 (A)   First, to invite user(s) to the portal, add their individual email addresses.  After each email address you enter, click the "Add User" button.  You will notice that their email is added to the list under the Pending Invited Users section.  At this point, the users have not been invited.

Optionally, include a custom message that will be sent along with the portal invite to the new users.

 (B)  Next, select the roles that these users will have when they sign in.

 (C)  Third, once you are satisfied with the invite, click the "Send Invite" button.


All users that you added in the first step will now receive an email invite to your portal.  If they do not have a UCW account yet, they will need to create one.  If they already have an account with the email they were invited with, they will have immediate access to your portal.


Manage User Roles

As a portal administrator, you can update a users roles and permissions at any time.


To manage an individual users roles, click the Admin link in the top menu, click details, then actions, then edit. 


In this view, you can change some details about the user, such as their Display Name and their Default Language


Note that only the user can change their own First and Last Name, email address and phone number.


To modify their Roles, check or un-check the applicable Roles in the list, then click "Save Changes".  The roles available in the list are the custom roles that you have created for the portal.  If the roles here do not suffice, please take a look at the Create and Manage User Roles section above.


Note:  Roles and permissions will be applied once the user refreshes the portal using the browsers refresh button, or signs out and then signs in again.


As a portal administrator you also have the ability to disable a user which prevents their access to your portal.