Roles

An administrator can manage access to CardioLog and assign roles to users and groups. These roles can then be assigned permissions in various aspects of the CardioLog System, including Reports and Analysis.

Contents

• Role Types and Information
  • Information Worker
  • Analyst
  • Administrator
  • Last Seen
• How to Add New System Roles
• Permission Assignment Examples

Roles Main Window

Role Types and Information

An Administrator role is automatically assigned to the user who installs the product. By default, access to the CardioLog UI is denied for users and groups that are not assigned with a system role. Additionally, by default, access is denied to those who are not defined in the Active Directory. User names and group names are retrieved by the Active Directory Updates Service.

There are three types of role assignments available that have default permissions assigned to them.

Information Worker

This role is specifically designed for content administrators, managers, and analysts of regular reports. Only the Report Center is visible in the navigation pane, and they can set permissions for reports they create. Reports are exported and distributed via:

• Automatic production of scheduled reports that are distributed through Email
• Publication of reports within SharePoint using a Web Part
• Publication of reports within SharePoint via the "Site Actions" menu 
• Exporting reports to Microsoft Excel and PDF
• The CardioLog user interface

The reports presented to Information Workers are clear and concise. No prior knowledge of CardioLog, excluding the CardioLog user interface, is required.

Analyst

This role is designed for both the administrators of the monitored environments, as well as other IT managers who have been given the responsibility of creating and distributing scheduled reports. Analysts are able to create and view real-time reports for all items and pages in the monitored environments, as long as they are granted individual file permissions. They have access to the Visitor Engagement tools and can create surveys, message bars, SEO reports and personalized data. Everything except Administration is visible in navigation pane.

Administrator 

Those who are designated with the administrator role are given the responsibility of setting login permissions for the different levels of the system. Those in the administrator role also set read permissions for the objects in the monitored environments, and define criteria for event monitoring and the Black List. All sections are visible in the navigation pane. 

Note: The user who installs the product is automatically assigned with the Administrator Role.

Last Seen

The last seen column indicates the last time the listed user was logged into the CardioLog application. This feature will only appear for individual users and does not apply to groups.

How to Add New System Roles

1. In the Navigation pane, under Administration, click Roles.
2. In the bottom left hand corner, click Add.
3. In the Add Role dialog, enter a user/group name in the Name text box.
4. While entering the user/group name, click on Browse (...) to search for a user or group.
5. Select the check boxes to assign permissions to the user or group.
6. Click Save.
   
   Note: User permissions precede group permissions.
   
   
   Add Role Dialog
   
    
   
   Select Users and Groups Dialog
   
    
7. To edit a role, click on it.
   
   
   Edit Role Dialog
   
   
8. To remove a role, select it using the check box to the left of the role and click Remove in the bottom left hand corner of the central area.

Permission Assignment Examples