Manage permissions and roles

You can give roles permission to view or edit specific applications. Users assigned a role inherit all permissions granted to the role. The procedure below describes how to manage application permissions for roles.

To assign/revoke role permissions:

1. Navigate to the Administration area.

   • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click ADMINISTRATION.

   The Administration area appears in the workspace.

   

2. In the Settings and Permissions area, next to Manage role settings and permissions, click Manage.

   The Role Settings and Permissions page appears.

   

3. Do one of the following:
   • Select a role from the list.
   • Perform a simple search for a role by doing the following:

     1. Type any part of the role's name in the search box, and click .

        The matching roles appear below the search box.

     2. Select a role from the list.

        The information for the selected role appears on the right.

4. In the Authorized Views and Actions area, edit the permissions given to the role. For details, see Authorized views and actions fields.
5. To give the role permission to view or edit an application, do the following:

   1. In the Authorized Applications area, click +Add Applications.

      The Add Applications wizard appears.

   2. Select applications using the information in Use the Add Applications wizard.

      The selected applications appear in a list. By default, the role is given permission to view the applications.

   3. To give the role permission to edit an application, click the Can View drop-down list for the application and select Can Edit.
6. To revoke the role's permissions to an application, click .
7. To revoke the user's permissions for all applications, click Remove all applications.
8. Click Save Changes.

To add users to a role:

1. Navigate to the Administration area.

   • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click ADMINISTRATION.

   The Administration area appears in the workspace.

   

2. In the Settings and Permissions area, next to Manage role settings and permissions, click Manage.

   The Role Settings and Permission page appears.

   

3. Do one of the following:
   • Select a role from the list.
   • Perform a simple search for a role by doing the following:

     1. Type any part of the role's name in the search box, and click .

        The matching roles appear below the search box.

     2. Select a role from the list.

        The information for the selected role appears on the right.

4. Click the Users tab.

   The Users tab appears.

   

5. Edit the users assigned the role, by doing the following:

   1. In the Assigned Users area, click +Add Users.

      The Add Users wizard opens.

      

   2. Do one of the following:
      • Select users from the list.
      • Perform a simple search for a user by doing the following:

        1. Type any part of the user's name or username in the search box, and click .

           The matching users appear below the search box.

        2. Select users from the list.
   3. To deselect users, click Clear.

   4. Click OK.

      The user(s) appear in the Assigned Users area.

      

6. To revoke the role from the user, click .
7. To revoke all of the role's users, click Remove all users.
8. Click Save Changes.

To create a new role:

1. Navigate to the Administration area.

   • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click ADMINISTRATION.

   The Administration area appears in the workspace.

   

2. In the Settings and Permissions area, next to Manage role settings and permissions, click Manage.

   The Role Settings and Permission page appears.

   

3. Click +New Role.

   New fields appear on the right.

   

4. Complete the fields as needed. For details, see New role fields.
5. Continue completing the fields. For details, see Authorized views and actions fields.
6. To give the role permission to view or edit an application, do the following:

   1. In the Authorized Applications area, click +Add Applications.

      The Add Applications wizard appears.

   2. Select applications using the information in Use the Add Applications wizard.

      The selected applications appear in a list. By default, the role is given permission to view the applications.

   3. To give the role permission to edit the applications, do the following:
      1. For the desired application, click Can View.
      2. In the drop down menu, select Can Edit.
7. To revoke the role's permissions to an application, click .
8. To revoke the role's permissions for all applications, click Remove all users.
9. Click Save Changes.

New role fields

If you are importing user data from an LDAP server, you can map LDAP groups to AppViz roles. The user will be assigned the relevant role upon login.

To map LDAP groups to a role:

1. Navigate to the Administration area.

   • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click ADMINISTRATION.

   The Administration area appears in the workspace.

   

2. In the Settings and Permissions area, next to Manage role settings and permissions, click Manage.

   The Role Settings and Permissions page appears.

   

3. Do one of the following:
   • Select a role from the list.
   • Perform a simple search for a role by doing the following:

     1. Type any part of the role's name in the search box, and click .

        The matching roles appear below the search box.

     2. Select a role from the list.

        The Edit Role area for the selected role appears on the right.

4. Click the Users tab.

   The Users tab appears.

   

5. In the Group DN field, type the LDAP group DN you wish to map to the role.

   Note: This field is disabled for the Administrator role. Administrators have all roles.

6. Click Save Changes.

To delete a role:

1. Navigate to the Administration area.

   • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click ADMINISTRATION.

   The Administration area appears in the workspace.

   

2. In the Settings and Permissions area, next to Manage role settings and permissions, click Manage.

   The Role Settings and Permissions page appears.

   

3. Hover over the desired role and click .

   A confirmation message appears.

4. Click OK.

The procedure below describes how to manage permissions for a specific user.

1. Navigate to the Administration area.

   • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click ADMINISTRATION.

   The Administration area appears in the workspace.

   

2. In the Settings and Permissions area, next to Manage user settings and permissions, click Manage.

   The User Settings and Permission page appears.

   

3. Do one of the following:
   • Select a user from the list.
   • Perform a simple search for a user by doing the following:

     1. Type any part of the user's name or username in the search box, and click .

        The matching users appear below the search box.

     2. Select a user from the list.

        The information for the selected user appears on the right.

4. In the Authorized Views and Actions area, edit the permissions given to the user as needed. For details, see Authorized views and actions fields.
5. To give the user permission to view or edit an application, do the following:

   1. In the Authorized Applications area, click +Add Applications.

      The Add Applications wizard appears.

   2. Select applications using the information in Use the Add Applications wizard.

      The selected application(s) appear in a list below the user. By default the user is given permission to view the application.

   3. To give the role permission to edit an application, click the Can View drop-down list for the application and select Can Edit.
6. To revoke the user's permissions to an application, click .
7. To revoke the user's permissions for all applications, click Remove all applications.
8. Click Save Changes.

You can manage user permissions by assigning roles to users. All users with a specific role receive all of the permissions assigned to the role. The procedure below describes how to assign and revoke roles.

To assign/revoke user roles:

1. Navigate to the Administration area.

   • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click ADMINISTRATION.

   The Administration area appears in the workspace.

   

2. In the Settings and Permissions area, next to Manage user settings and permissions, click Manage.

   The User Settings and Permission page appears.

   

3. Do one of the following:
   • Select a user from the list.
   • Perform a simple search for a user by doing the following:

     1. Type any part of the user's name or username in the search box, and click .

        The matching users appear below the search box.

     2. Select a user from the list.

        The information for the selected user appears on the right.

4. Click the Roles tab.

   The Assigned Roles area appears.

   

5. Edit the roles given to the user, by doing the following:

   1. In the Assigned Roles area, click +Add Roles.

      The Add Roles window appears.

      

   2. Do one of the following:
      • Select roles from the list.
      • Perform a simple search for a role by doing the following:

        1. Type any part of the role's name in the search box, and click .

           The matching roles appear below the search box.

        2. Select roles from the list.
   3. To deselect roles, click Clear.

   4. Click OK.

      The roles appear in the Assigned Roles list.

6. To remove the revoke the role from the user, click .
7. To revoke all of the user's roles, click Remove all users.
8. Click Save Changes.

To assign/revoke API Access Key permissions:

1. Navigate to the Administration area.

   • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click ADMINISTRATION.

   The Administration area appears in the workspace.

   

2. In the Settings and Permissions area, next to Manage API access key permissions, click Manage.

   The API Access Key Permissions page appears.

   

3. Do one of the following:
   • Select an API Access Key from the list.
   • Perform a simple search for a role by doing the following:

   • Type any part of the API Access Key's name in the search box, and click .
     

   The matching API Access Key appears below the search box.

4. In the Authorized Views and Actions area, edit the permissions given to the API Access Key. For details, see Authorized views and actions fields.
5. To give API Access Key permission to view or edit an application, do the following:

   1. In the Authorized Applications area, click +Add Applications.

      The Add Applications wizard appears.

   2. Select applications using the information in Use the Add Applications wizard.

      The selected applications appear in a list. By default, the API Access Key is given permission to view the applications.

   3. To give the API Access Key permission to edit an application, click the Can View drop-down list for the application and select Can Edit.
6. To revoke the API Access Key's permissions to an application, click .
7. To revoke the user's permissions for all applications, click Remove all applications.
8. Click Save Changes.

You can give roles permission to view or edit specific applications via API. Users assigned a role inherit all permissions granted to the role. The procedure below describes how to manage application permissions via API for roles.

To assign/revoke role permissions:

1. Navigate to the Administration area.

   • Hover over the SETTINGS icon at the bottom left of the screen. After the panel expands, click ADMINISTRATION.

   The Administration area appears in the workspace.

   

2. In the Settings and Permissions area, next to Manage API access key permissions, click Manage.

   The API Access Key Permissions page appears.

   

3. Click the Roles tab.

4. Do one of the following:
   • Select a role from the list.

   • Perform a simple search for a role by typing any part of the role's name in the search box, and click .
     

   The matching roles appear below the search box.

5. In the Authorized Views and Actions area, edit the permissions given to the role. For details, see Authorized views and actions fields.
6. To give the role permission to view or edit an application, do the following:

   1. In the Authorized Applications area, click +Add Applications.

      The Add Applications wizard appears.

   2. Select applications using the information in Use the Add Applications wizard.

      The selected applications appear in a list. By default, the role is given permission to view the applications.

   3. To give the role permission to edit an application, click the Can View drop-down list for the application and select Can Edit.
7. To revoke the role's permissions to an application, click .
8. To revoke the user's permissions for all applications, click Remove all applications.
9. Click Save Changes.