Roles

Roles are entities that connect users with one or more permissions. They have a many-to-many relationship with users and a one-to-many relationship with permissions. In Observo, roles are utilized to consistently enforce permissions for users. Each role's permissions are unique to that role and cannot be shared with others. All users assigned to a role automatically inherit all associated permissions. Every organization includes two system-generated roles: Admin and Viewer. These roles are designed to facilitate the efficient onboarding of new users by the Admin. Admin roles possess full permissions throughout the organization, allowing them to manage users, modify permissions, and onboard or delete users. Conversely, the Viewer role is restricted to viewing all current and future resources within the organization, without the ability to make any modifications.

Adding Role

• To add a new role, visit the Roles Page or navigate through the side panel by selecting Settings > Access Management > Roles & Permissions and then click on Add Role button.

• After clicking on the Add Role button, it will present an Add Role modal to configure the role.

Role Configuration

• Name required string Unique name for this Role across the organization.

• Description string Description for the role.

Add Permission

Click on the "Add Permission" button to configure the permissions for the role. Checkout the detailed explanation here on how to add, edit and remove permission.

Assign Users

• Once role is configured click "Next" to assign this role to the relevant user(s).

• Assigning user(s) is optional; you can choose to skip this step. After that, simply click "Save" to add the role to the system.

Roles List

• All the roles in the system are visible in the roles page in tabular view.

• You can search the role names from the search box provided at the top right corner of the roles table list and filter the entire list.

Roles List Actions

User can perform certain actions on a role which can be accessed by clicking the three dots menu icon at the end of each roles list row. Actions are permitted only for roles created by the user, not for those generated by the system.

Action	Description
Edit Role	Allows to edit the role entity. It will open the same Role modal that was available while creating a new role with form values pre filled.
Delete Role	Delete the role from the system.