Adding and editing security roles

About security roles

Access to Poetic functionality is controlled via security roles. Each user is assigned a security role. Each security role is in turn assigned a security level. The level provides default security settings for the security role and helps you to group the security roles.

Poetic provides an initial set of security roles, one for each security level. You can also create custom security roles for a Poetic instance and adjust the privileges assigned to each role.

Each user initially is assigned the default security role for the company type their company belongs to. Users can then be assigned a different security role depending on the tasks they need to perform within Poetic.

Displaying the List Security Roles page

You manage security roles from the List Security Roles page. To display the page:

1. On the Administration menu, click Site maintenance.
2. On the Site Maintenance menu, click the Access Control tab.
3. On the Access Control tab, click Security roles.

Adding or editing a security role

To add a security role, click Add a security role.

To edit a security role, click its Edit link.

On the Security Role Maintenance page:

Role ID	For a new security role, in the Role ID field, type a unique identifier for the security role. Once you save the new security role, you cannot change the role ID.
Role name	In the Role name field, type the name of the security role.
Active	To make the security role available for use, check the Active check box. If the box is not checked, the role cannot be selected and cannot be assigned any privileges.
Description	In the Description field, type a more detailed description of the security role.
Level	For a new security role, from the Level dropdown, select the security level to assign to this security role. The security level is used to assign default security privileges for the security role. The security levels are: Anonymous - Designed for users who can get access to Poetic anonymously End user - Designed for users at end customer companies Channel - Designed for users from distributor and reseller companies Operation - Designed for users at the publisher company System - Designed for users who need to perform system administration tasks Once you save the new security role, you cannot change the security level.
Ranking	In the Ranking field, type a numerical ranking for the security role. Each role must have a unique ranking. A role with more privileges should be assigned a greater ranking. For example, an anonymous role may have a ranking of 0 or 1, but a system role may be given a ranking such as 99 to make sure no other roles outrank it. The security setting CAN_ASSIGN_ROLE_AT_ANY_RANKING controls whether a user can assign roles that have a rank less than or equal to their own.