User Roles

There are two types of roles in DatStat Illume and Discovery.  First, there are 16 Default Roles for assignment to Users.  These roles come with a set of defined privileges which control the features available to the Users within either DatStat Illume and/or DatStat Discovery.  Second, Users may create Custom Roles, selecting from a list of Privileges to assign to each Custom Role. User Roles ensure that each User is displayed and has access to only those features relevant to their role. This is valuable both from an efficiency and data quality perspective.

A particular User can have as many User roles as necessary to accomplish their tasks.  See Manage Users on assigning Roles to users.

Default User Roles

There are 17 Default User Roles that can be assigned.  Users can click on the Edit Role icon to see the list of Privileges given to a specific Default Role.  See the section Default User Roles

Adding a Custom User Role

Adding a custom role should be done with consultation of the DatStat Support Desk, as we do not have available documentation in DatStat Academy regarding the meaning of each individual privilege and the impact of selecting/de-selecting each privilege.    There are two methods for adding a custom role: Cloning an existing role (preferred method), or creating a new role from scratch.

Cloning an Existing Role

  1. In the Enterprise Manager click on Roles on the left pane
  2. Find a user role on the right pane that has similar privileges to your desired custom role
  3. Click the Clone role icon Clone_Role.png
  4. Give the Role a new name
  5. Check the desired privileges, un-check the privileges you do not want associated to the role
  6. Click Save
  7. At the Role Saved message Click OK
  8. The new User Role will appear in the Roles List.  Only Custom roles can be deleted, thus your new role will have a red X next to it.

Adding a New Role

  1. In the Enterprise Manager click on Roles on the left pane
  2. Select Take Action/Add Role
  3. Enter the Role Name
  4. Select the appropriate Privileges by checking the box in front of the Privilege
  5. Click Save
  6. At the Role Saved message Click OK
  7. The new User Role will appear in the Roles List. Only Custom roles can be deleted, thus your new role will have a red X next to it.

TIP: After creating a new Custom User Role, create a Test User with the same role to verify that the correct Privileges were given.

Edit a User Role

  1. In the Enterprise Manager Screen
  2. Select Roles
  3. Click on the Edit Role Icon for the desired User Role
  4. Make the appropriate changes and Click Save

NOTE: Only Custom Roles may be edited.

Viewing User Role Privileges

  1. In the Enterprise Manager Screen
  2. Select Roles
  3. Click on the Edit Role Icon for the desired User Role
  4. All checked Privileges are assigned to that Role