You can only grant (or revoke) permissions to Roles at a lower level, or "rank", than your highest role. Rank refers to the level of administrative abilities of a Role (rather than a hierarchical level) - the higher the rank, the more administrative ability the Role has. The ranking of roles in the application is:
Policy
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Admin Menu Item
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Advanced Filtering - Build
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Allows users to build their own User Filters. Rather than using this policy you should use the 'Build User Filters' role.
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Clean Components
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Gives user access to clear data from components. See:
Designer Configuration Management Clean Component
|
Edit List Views
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Allows users to build customized List Views. Rather than using this policy you should use the 'List View Edit' role.
See: User List Views
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Filtering and View - Admin
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Allows a user to administer User Filters and User List Views.
This will give the user access to menu items:
- Admin
User Defined Filters/Views User Defined Filters - Admin
User Defined Filters/Views User Defined Views.
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Maintain All Localities
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Allows a user to create and maintain All Localities.
Gives user access to menu item:
- Admin
Localities All Localities.
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Maintain Analytics
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Allows a user to create or edit Analytics Rules.
Gives user access to menu item:
- Designer
Analytics Rules Builder - Designer
Analytics Java Docs
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Maintain API Keys
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Allows a user to create API Keys.
After upgrade, this policy will be attached to the system role "Policy Role - Maintain API key".
Gives user access to menu item:
- Designer
Security API Key
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Maintain Audit Log Admin
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Allows a user to control the Audit Log settings.
Gives the user access to menu item:
- Admin
Audit Log ...
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Maintain Component Filters
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Allows a user to create and maintain Component Filters.
Gives the user access to menu item:
- Designer
Filters Component Filters.
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Maintain Component Use Permissions
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Allows a user to set Security Component Use Permissions.
Gives the user access to menu item:
- Designer
Security Component
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Maintain Components
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Allows users to Access the Designer Tools, allowing them to maintain fields and relationships for components.
Gives the user access to menu item:
- Designer
Component Management.
Note: Contact your Evotix representative if new components are required. Additional licence fees may apply.
|
Maintain Constants
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Allows users to create and maintain user defined Constants.
Gives the user access to menu item:
- Designer
Constants ...
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Maintain Dashboards
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Allows the creation and maintenance of Dashboards.
Gives the user access to menu item:
- Designer
Dashboards Dashboard Designer
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Maintain Default Locality
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Gives the user the ability to Apply Default Locality for the entire system.
Gives the user access to menu item:
- Admin
Localities Default Locality
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Maintain Events/Imports/System Settings/Rollups
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Gives the user access to maintain event types e.g. Emissions, Sustainability emails, events. Menu item:
- Designer
Events
Gives the user access to maintain imports. Menu items:
- Designer
Imports Data Import - Admin
Imports Import Status Dashboard - Admin
Imports Import Trigger
Gives the user access to create Reminder List Groups. Menu item:
- Designer
Forms and Views Reminder List Groups
Gives the user access to rebuild rollup tables. Menu item:
- Admin
Tools Rebuild Rollup Tables
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Maintain External API Tokens
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Allows a user to create External API Tokens for use in Data Imports and Rest Callout form actions
Gives the user access to menu item:
- Designer
Security External API Tokens
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Maintain Forms
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Allows a user to design and maintain Forms, as well as List Views from within the Web Application.
Gives the user access to menu item:
- Designer
Forms and Views.
Note: in addition to this Policy, you must assign the Role "Policy Role - Configuration Elements" to grant access to the Design Tools, since the policy only gives access to the menu item.
|
Maintain Global Settings
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Allows a user to maintain the Global Settings for the system.
Gives the user access to menu item:
- Admin
Global Settings
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Maintain Internationalization
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Gives the user access to the Languages menu:
- Designer
Languages Export Localisation, - Designer
Languages Import Localisation - Designer
Languages Maintain Languages
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Maintain Lookup Filters
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Allows the user to add or modify Lookup Filters.
Gives the user access to menu item:
- Designer
Filters Lookup Filters
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Maintain Lookups
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Allows user to add and modify Lookups, and items within the lookups.
Gives the user access to menu item:
- Designer
Field Types Lookup
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Maintain Matrices
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Allows user to add and modify Matrices.
Gives the user access to menu item:
- Designer
Field Types Matrix
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Maintain Policies Use Permissions
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Gives the user power to administer Security Policies Use Permissions.
Gives the user access to menu item:
- Designer
Security Permissions Policies
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Maintain Profiles
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Grants access to create and maintain Profiles.
Gives the user access to menu item:
- Admin
Profiles
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Maintain Security Roles
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Grants access to maintain Security Roles.
Gives the user access to menu item:
- Admin
Security Security Roles
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Maintain Terms of Use
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Grants access to maintain the Terms of Use
Gives the user access to menu item:
- Admin
Terms of Use Terms of Use Admin
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Maintain Users
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Grants access to maintain Security Users.
Gives the user access to menu item:
- Admin
Security Security Users.
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Maintain Views
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Allows a user to apply component filters to Views.
Gives the user access to menu item:
- Designer
Forms and Views Views.
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Manage Suggestion Assistant Elements
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Ensures that only users with this policy can see/edit Suggestion Prompts
- Designer
Artificial Intelligence Suggestion Prompts
|
Monitoring
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Grants access to all Monitoring activities.
Gives the user access to menu item:
- Admin
Monitoring ...
|
Questionnaire Administration
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Allows a user to import and maintain Questionnaire Templates in the Web Application.
Gives the user access to menu item:
- Admin
Questionnaires Questionnaire Templates.
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View Audit Log Entries
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Allows a user to View Audit Log Entries.
Gives the user access to menu item:
- Admin
Audit Log Log Entries
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Visualization Administration
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Enables the user access the Visualization Admin area
Gives the user access to menu item:
- Admin
Visualization Visualizations Admin
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Walkthrough Administration
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Allows a user to create and maintain Walkthrough Templates in the Web Application.
Gives the user access to menu item:
- Admin
Walkthrough Walkthrough Templates.
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Web Application Publish
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Enables the user to perform a Publish.
Gives the user access to menu item:
- Designer
System Publish
|