1. Administration of Roles

Portal Administration module provides access to the roles administration under the NEXThink Portal Management section, menu Roles.

1.1. Managing roles

Select Administration module, NEXThink Portal Management, menu Roles to open the roles administration

Roles Management window allows administrators to create or delete roles

Modules in bold are mandatory. It means they will appears in the Portal of the accounts with this role without the possibility to remove them.
Reports in bold are mandatory. It means that users having this role will receive the report and they can not unsubscribe to it.
In addition of modules and reports, a role can be used to define investigations usable in Finder. It will be taken into account for users with Finder access. For them, these investigations will be in "read-only" in the Finder.
When many roles are defined, the search tool permits to find quickly a role using its name or modules.
On the top-right corner a filter allows to limit the view to roles created by all administrators with same rights or to display all roles that the administrator could view (i.e., also the ones created in domains lower than his)
To Add role, click the icon on toolbox.
To Delete role(s), select first the roles to delete (multiples choice allowed) and click the icon on the toolbox.
To Edit role, first select the role to edit and click the icon on the right of the name.

Click Add role in Roles Management window to create a new role.
Set the name of the role
Add module(s)
- Select a Module in the available list. This list corresponds to the modules created with same administration domain and modules from inherited roles
- Mandatory means that the module will be displayed in the Portal and could not be removed. Not mandatory means that the module will be available in the Gallery
- If at least one hierarchy has been defined, administrators can create specialized views by limiting results to a domain.
  From gives the node in the hierarchy and to permits to limit the depth of the visible portion of hierarchy. The alias is necessary to distinguish the original module from this limited version. Creating an alias will not create a new module, only a specialized view only defined in the current role.
Add report(s)
- Select a Report in the available list. This list corresponds to the reports created with same administration domain and reports from inherited roles
- Mandatory means that each user having the role have a subscription to this report and can not unsubscribe. Not mandatory means that the module will be available in the Gallery
Then go on step 2
Add investigation(s)
- Export an investigation or a folder of investigations from the Finder
- Paste it in the input area