2.4 - General - Roles

About Roles

• 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.

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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.

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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.

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Default Roles / Permissions

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