Create a Role with Privileges

This article applies to versions 4.6 and later of P2 Explorer.

Overview

When P2 Explorer is first installed, there are two default roles: Administrators and Everyone. You may wish to create additional roles to suit your organisational goals.

• All users are assigned to the Everyone role, which by default has read access to all of Server and Explorer workspaces.
• By default, only the default admin user is assigned to the Administrators role, which provides administration privileges over all modules.

When you create a role, you can assign module-level privileges and resource-level privileges to users with the role. This role overrides any object-level privileges, so users with this role will be able to see all objects of the specified resource, regardless of object-level privileges.

In order to be able to create a role, a user must be a Security administrator.

Read more: How Roles Work, Add an Administrator, How Object Access Works

This article explains how to create a new role with resource-level privileges.

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Creating a Role

1. Open P2 Server Management, and click the Security icon.

2. Click Roles .

3. Click the Create Role button to the right of the search box.

The Role page opens, which is where you can create your role.

4. Specify a name and description for the role.

• Name: The role name must not contain reserved characters or words.
• Description: (Optional) Provide additional details about the purpose of this role.

5. In the Privileges matrix, select the privileges you want to assign to this role. E.g. If you want to create a role for calculation editors, click the Edit privilege for Calculations in the Server module.

6. When you have finished, click Save in the top right corner.

Tip: You can quickly modify these privileges by clicking Role Privileges.

Related: Changing a Role's Privileges