User, Team and Role Guidelines
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User, Team and Role Guidelines
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