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Defining a Role

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  rev. 2011-02-14        

Roles are created or edited within the Roles Library, accessed through the Roles task button.  A Role can be created at the Data Source level or within a single Portfolio, depending on the active node in the navigation tree when the Roles task button is clicked.

When you first create a Role, enter the title and a description.  All Role Permissions are set to Disabled by default.  Slide the permission level from left to right for each Security Domain.


                                    Increase security privileges against a Security Domain by sliding the permission level from left to right.  Increasing permissions for some Security Domains will automatically increase permission levels for others which are related.


Once you have assigned all the Security Domain Privileges, Click Save Role to add it to the Roles Library.

Roles are Dynamic

You cannot change the Standard Roles provided with ManagingEnergy, but you are able to modify any custom roles defined with your subscription.  Take  care when changing a role definition, as you will be changing permissions of everyone assigned that Role.  ManagingEnergy will not let you delete a Role with users assigned, so you would have to remove all user role assignments first.


                                    A user with Disabled permission has no access to the data in the domain and no access  to features and functionality that require data from the domain.


As an example, Accounts is a security domain containing to the details of utility accounts (utility provider, associated utility tariffs, account-specific notes).  Users belonging to any role with at least Modify permission on Accounts could view and change account details, but could not add a new account or delete an existing account.  This capability does not imply that these Users could change the details of Utility Providers or Meters.  Although closely related, these are both distinct security domains with their own permissions.


                                                                A Role consists of a set of Permissions applied against a list of Security Domains.  Security Domains are precise areas of application access and functionality.  Permissions are the extent of user control over the Security Domains.  There are five possible permissions for each Security Domain; Disabled, Read, Modify, Create and Delete.  There are about 20 distinct security domains.


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