1. Understanding Accounts and Roles

In this page, you will learn the meaning of Accounts and Roles concepts in Portal.

1.1. Account

An Account is the combination of the User with the associated privileges, defined in the Role and specific settings.

By default, only the admin account is active, with role Administrator.

1.2. Roles

A Role is a predefined user environment based on one or more available Modules.

1.2.1. Administrator

By default, only the role Administrator is active. With this role, a user can:

• create, modify, duplicate, delete and compute Widgets
• create, modify and delete Dashboards and Modules
• create, modify and delete Roles

1.2.2. Creating Roles

You can create new Roles in Portal by completing the following tasks:

• connect to the Portal
• logging in to Portal with Administrator privilege
• create and publish in the Library one or more module
• create the new role with the associated module(s)

Example of Roles

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