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

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.

 


Roles Main Window

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 and click Remove.
 

Permission Assignment Examples

  1. In order to grant permissions for Analysis Center to all users in the MyCompany\Site Managers group - excluding a specific user, set the following permissions:
    - Assign the Analyst and Information Worker roles for the group
    - Assign the Information Worker role for the user (which belongs to the above group)


    Permission assignment sample

  2. The default group "All" is used to assign roles to all users. To prevent all users from using the SharePoint Marketing Suite, and to assign a specific group permissions to use the system, set the following permissions:
    - Un-check all roles for the "All" group
    Check roles for a specific user group

     
    Using the "All" default group to assign permissions to all users in Active Directory