To ensure the appropriate separation of duties within your organisation, every portal user (“Contact”) can be assigned one or more “Roles” within the portal. The “Role” defines the permissions that a Contact is granted to perform tasks and controls the information to which that Contact has access.
Roles permit access to specific areas of the Portal, and grant access to specific functionality across the Portal (e.g. adding / editing system records).
For separation of duties reasons, no Role grants access to all Portal functionality:
Roles are designed to reflect the responsibilities within your organisation.
The following list shows which Role is suitable for which responsibility:
You may grant more than one role to any Contact, if required, and you may also grant a Role to any number of Contacts.
A full list of available Roles and the list of permissions each Role grants is shown in the Roles & Permissions Matrix below.
Every Contact registered on the portal is based upon the information provided in the “Test License Request Form” (TLRF), submitted by the customer. If you are reading this documentation before having submitted your TLRF, see the TLRF section for specific information.
Based upon TLRF information, at least three Contacts with specific roles are defined for each customer.
After initial customer creation, Contacts and their roles can be maintained by those Contacts with the “Management” and “Cust. Admin” roles via the Contacts Manager (see Contacts Manager).
A Contact may have more than one role. Likewise, a role may be granted to more than one Contact. We welcome customers defining more Contacts with specific Roles – helping us to streamline communications between our organisations.
Below is a grid describing the permissions granted to the various roles available within the Portal: