General - Roles

Purpose

• Access to MetaField functionality is controlled using role-based security.

• MetaField authenticates users with Active Directory and Windows security.
• Only a MetaField Administrator can assign roles.
• Assign roles to users based on the activities they perform.
• Before users can access MetaField, they must be assigned to at least on role.
• Several standard roles are pre-loaded in the system.
• Administrators may create new roles with custom permissions.

Standard Roles

Assigning a User to a Role

To assign a user to a role:

• Select the Assign Users icon next to the appropriate role.
• Type in the employee’s Active Directory username, then select Add.

Creating a New Role

To create a new role:

• Select the Add Role button
• You will be prompted to give the role a Name and Description.

• Once the role appears on the Roles list, select the Reassign Permissions symbol to configure the permissions for your new role.

Removing User Access to an Individual Role

You can remove a user from a role by selecting the Assign Users icon and selecting the X by the users's name.  You can also remove an individual from a role through the User tab.

Default Roles / Permissions

MetaField Roles and associated Permissions can be configured how your organization sees fit.  Below are the default settings.