How to manage user roles

In user management, defining roles is an essential step to keep the environment organized. Roles facilitate the routine of user management by creating a predetermined set of rules that apply to all users within that particular set of roles. On senhasegura, you can define various roles, in addition to using those already configured.

Requirements

• Have System Administrator privileges.

Register a new role

1. On senhasegura, in the navigation bar, hover over the Products menu and select Settings.
2. In the side menu, select User Management > Access control layer (ACL) > Roles.
3. In the Roles report, on the top bar, click the Add button.
4. In the Roles screen, fill in the following fields:
   1. In the Settings tab:
      1. Name: fill in with a name for the role to be registered.
      2. Enabled: select Yes to create the role active in senhasegura.
      3. Description: fill in with a description that helps identify the role.
      4. Click Continue.
   2. In the Permissions tab:
      1. To add permission to the role click on the Add button.
      2. In the Permission modal, select the permissions you want to add to the role.
         Info

         You can filter permissions using the options in the top bar.

      3. Click Add.
      4. Click Continue.
   3. In the Users tab:
      1. To add a user to the role, click Add button.
      2. In the Users modal, select the users you want to add to the role. Note that you can filter users using the options in the top bar.
      3. Click Add.
      4. Click Continue.
5. On the Review tab, click Save.

View role details

1. On senhasegura, in the navigation bar, hover over the Products menu and select Settings.
2. In the side menu, select User Management > Access control layer (ACL) > Roles.
3. In the Roles report, identify the role you want to view the details of and, click the Actions button and select Details.

The Role Details window will open, displaying all the details of the role in question.

Modify a role

1. On senhasegura, in the navigation bar, hover over the Products menu and select Settings.
2. In the side menu, select User Management > Access control layer (ACL) > Roles.
3. In the Roles report, identify the role you want to view its details, click the Actions button and select Edit.

The Roles window will open in edit mode. Change the necessary information and click Save.

Disable a role

1. On senhasegura, in the navigation bar, hover over the Products menu and select Settings.
2. In the side menu, select User Management > Access control layer (ACL) > Roles.
3. In the Roles report, identify the role you want to view its details, click the Actions button and select Disable.
4. In the confirmation modal, click Yes.

Reactivate a role

Since roles are not deleted from the instance, it is possible to reactivate them. To do this, follow the steps below:

1. In the Roles report, identify the role you want to view its details, click the Actions button and select Edit.
2. On the top bar, select Disabled in the Status drop-down menu and click on Filter. This action will filter the inactive roles in the instance.
3. In the Roles report, identify the role you want to view its details, click the Actions button and select Edit.
4. In the Roles screen, in the Settings tab, select Yes for the Enabled option.
5. Click Save.

Clone a role

In some situations, it may be interesting to clone a role for specific purposes. To clone a role in the instance, follow the steps below:

1. In the Roles report, identify the role you want to view its details, click the Actions button and select Edit.
2. On the top bar, select Disabled in the Status drop-down menu and click on Filter. This action will filter the inactive roles in the instance.
3. In the Roles report, identify the role you want to view its details, click the Actions button and select Clone.

The role will be cloned without user intervention. The cloned role can be identified by the suffix (copied from #) in its name, where # indicates the ID of the original role.

Do you still have questions? Reach out to the senhasegura Community.