Working with roles

A role is a collection of privileges to perform specific operations in Typefi Server 8.7 or later. Grouping privileges into roles makes it easy for Typefi administrators to give and revoke privileges to users, based on their role in your organisation. Roles can include privileges such as:

• Managing actions
• Copying, duplicating, or moving files
• Managing files and folders
• Managing file versions
• Managing projects
• Managing workflows
• Running workflows
• Managing groups
• Managing licences
• Managing plug-ins
• Managing scripts
• Managing trash
• Viewing the Server log

A role can contain as many or as few privileges as needed. A user can only be assigned to one role.

Use case: Say goodbye to accidental changes

One way to use roles is to restrict who is allowed to edit workflows to prevent any accidental changes. To do this, an admin could create a role called “Workflow Manager” that allows only some users to edit workflows.

Then, the admin can authorise specific users to manage workflows by assigning them the “Workflow Manager” role.

Working with roles

First, sign in to Typefi Server 8.7 or later as an administrator. If you are not signed in as an administrator, you will not be able to create, delete, or assign roles.

Create a new role

1. In the page header, select Admin → Roles.
2. Select Show roles and privileges.
3. In the page footer, click Add Role.
4. Enter a name for your new role and select which privileges you want to assign for that role.
5. Click Save.

Delete a role

1. Navigate to the roles and privileges view (Admin → Roles → Show roles and privileges).
2. Click the Delete button (x) to the left of the role name.
3. Click Delete again to confirm.

Assign a role to a user

1. In the page header, select Admin → Roles.
2. Select Show users and roles.
3. For each user, select the appropriate role. A "Default" role means that the user has the same permissions as they did in Typefi 8.6.4 or earlier; no restrictions to privileges are applied.
4. Click Save.