Granting Roles

This section describes different ways of granting roles to people. Granted roles automatically appear in the user's Compass.

Important:
  • All the scenarios described in this section also apply to additional apps except if the app has been made available to all the members.
  • To prevent impossible associations, some members or roles may be grayed in the Members tab when you select a member or a role.

    If casual roles are available on your platform, when you select a casual user, all roles that are not casual are grayed, but also all the users that are not casual are also grayed. In the same way, when you select a casual role, all unlimited users are grayed, and all not casual roles are grayed. Inversely, when you select an unlimited user, all casual roles and all casual users are grayed. When you select a non casual role, all casual roles and users are grayed.

  • If you grant someone a custom role which has been linked to a dashboard containing a customized role, the granted user will also have read access to the given dashboard.


In this section:

Granting Roles Using Multi-Selection
Granting Roles Using Drag and Drop
Granting Roles Through A User Details Dialog Box
Granting Roles Through A Role Details Dialog Box