Overview - DemandCenter User Roles and Permissions

Introduction

Roles allow you to control a user's access to specific DemandCenter features and functions. 

By default, new users are not assigned to any roles. If not assigned to a role, a user only has access to the Dashboard and their My Account settings in DemandCenter.  

Your account administrator can configure as many custom roles as they would like. When configuring a role definition, checked boxes indicate that those features and functions are enabled for any user that is assigned to the role. ALL users assigned to a role will have access to the features and functions that are enabled in the role definition. 





When a feature is not enabled within the role's definitions (box is unchecked), access to the that particular feature will be blocked for any users assigned to the role. However, a user can be assigned to multiple roles at the same time, in which case, role permissions are additive. For example, a user that has been added to Roles A, B, and C will have access to ALL combined features and functions that are enabled for Roles A, B, and C.

How to Create a New Role

1. Go to Settings > User Management.
   
   
2. Click on the Roles tab and then click on the New Role button. 
   
   
3. In the Create Role dialog box that appears:
   
   
1. Under Role Name, type in the name for the role. 
   
   
2. (OPTIONAL) Under Description, type in a brief description for the role. 
   
   
3. Check the box next to any DemandCenter feature or functionality that you would like to enable for the role. 
   
   
   
   

   Note: If a user is assigned to a role with Access/Edit All permissions for certain features and assets, the user will have access to ALL of those items in the account.

   
   
   
4. When finished, click Create to create the new role.
   
   

How to Manage Roles

To edit a role, double-click on its name or click on the Edit icon on the far right side of the page to open up the Edit Role dialog box.



Make your desired edits and click Save to retain your changes.

To delete a role, click on the Delete  icon on the far right side of the page and click Save Changes up at the top of the page.

Within the Confirm Delete dialog box that appears, click Delete to remove the role from the account.

How to Assign a User to a Role

1. Go to Settings > User Management. 
   
   
2. Click the Users tab.
3. Click the Edit icon to the right of the user for which you would like to assign a role which will open up the user's profile. 
   
   
4. Under Roles (found at the bottom of the page), click Select roles... and use the drop-down menu to select the role that you wish to assign to the user. 
   
   
   
   
5. Repeat Step 4 to assign the user to additional roles if needed.
   
   
6. Click Save when finished.
   
   The user will be granted access to all features, functions, and assets as defined by the role(s) to which they belong. Role permissions have a cumulative effect, so if a user is a member of multiple roles, they will have access to the sum of all functions, features, and assets defined in each role.
   
   NOTE - Users will need to log out and back into DemandCenter for new permissions to appear.