User, Team and Role Guidelines

User, Team and Role Guidelines

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User, Team and Role Guidelines
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In conjunction with Access Profiles, the combination of Team and Role assignments control the user's ability to view and access data.

  • Users
  • Users can be members of multiple Teams
  • When users are given access to an application, they are assigned one or more Roles
  • Roles
  • Roles are defined for applications
  • Roles define the types of data users can access and share with other team members
  • Default Roles are available in the platform
  • Additional roles can be created and the default roles can be modified as needed
  • Teams
  • Each user must be assigned to a Primary Team
  • When a user is assigned to a Primary Team, any previous primary team assignment is replaced
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