A content role (accessible here) creates a special set of user permissions for those users who are assigned to the role. Content roles can be used to restrict users' access to certain content features, including but not limited to, access to datasets and dashboards as well as dataset segments that you wish to permission differently based on customer subscriptions or regulatory restrictions. A content role can be assigned to one or several users.
Typical examples of how content roles are used:
- Internal use only, e.g., "Internal" role marks a dataset intended for use within your enterprise and not outside 3rd parties who you may grant access to your system.
- Subscription management:
- Levels, e.g., Basic, Premium, Platinum
- Categories, e.g., Commodities, Markets, Fundamentals, China Pass
- Sources, e.g., Oxford, IHS, Second Measure
Your system may have one or more content roles already available. System managers can view the list of all available content roles under Admin > Security > Roles and add additional roles for control data/content access.
Note: If content roles for your system are controlled by SSO, contact your Knoema Representative for assistance with changes to roles.
How can I assign a content role?
To assign a content role to one or multiple users, go to the Admin > Users, select the users you wish to assign the role to, and choose 'Edit content roles' from the drop-down list located near the bottom of the page:
A pop up will open, displaying a list of available content roles for selection, as shown below. Note that this example, "Export", is a custom content role used on some systems to prevent any users from exporting resources unless the user has this role.
Select the content role that you want to assign and click OK:
Can I create custom content roles?
Note: If content roles for your system are controlled by SSO, contact your Knoema Representative for assistance with changes to roles.
You can create content roles that will restrict access to content, such as datasets, dataset segments, and dashboards. For example, users with content role {X} will have access to dashboards with tag {X}. Other users will not have access to this content. If this content is linked from a common menu or landing page, unauthorized users will see a denied access screen.
Note: make sure that you made the content you want to restrict is private, otherwise roles applied do not make sense.
To create a new content role, follow these steps:
- Go to Admin > Security > Roles
- Add the name for your new role in the Content Role field.
- Save.
- Assign this new role to appropriate users in Admin > Users (select users > select 'Edit content roles' from drop down menu at the bottom > Save):
- Open dashboard/datasets and add the corresponding tag - for dashboards / topic - for datasets.
Dashboard:
Dataset:
