Configure Custom Roles in Vince Platform Access Management

00:00: This tutorial guides you through creating and configuring custom roles within Vince

00:04: PlatformAccess Management system.

00:07: You will learn how to define role names, descriptions, and assign specific

00:11: permissions to tailor access controls effectively.

00:14: Click "Administration" to open the main administration panel in Vince Platform.

00:19: Click "Access Management" to navigate to the access control settings.

00:24: Click "Roles" to view and manage existing user roles.

00:29: Click "Add Role" to start creating a new custom role.

00:33: Click "Name" to focus on the role name input field.

00:36: Enter your desired role name, such as "role A", to identify the new role.

00:41: Click "Description" to add details about the role's purpose.

00:44: Click here to activate the description text area for input.

00:48: Click "Custom Tables" to configure table-specific permissions for the role.

00:53: Click here to expand the available custom table settings.

00:57: Click "Configuration" to manage configuration-related permissions.

01:02: Click here to view

01:03: all configuration permission options.

01:06: Click here to reveal more configuration settings available for the role.

01:10: Click "All" to grant full configuration permissions to the role.

01:15: Click here to confirm the selection of configuration permissions.

01:19: Click "All" to include all available permissions in this category.

01:23: Click "Add Permissions" to include additional permission sets for the role.

01:28: Click here to proceed with adding the selected permissions.

01:32: Click "Foundation" to assign foundational permissions to the role.

01:36: Click here to confirm the foundation permissions selection.

01:40: Click "API Client" to manage API client access rights.

01:44: Click here to confirm the API client permissions for the role.

01:48: Click here to finalize

01:50: the current permission settings.

01:52: Click "Environment" to configure environment-specific access rights.

01:57: Click here to confirm the environment permissions selection.

02:01: Click here to view more environment

02:02: permission options.

02:04: Click "All" to grant full environment permissions to the role.

02:08: Click here to confirm the environment permissions selection.

02:12: Click "Add Permissions" to add further permission sets to the role.

02:17: Click here to confirm the added permissions.

02:20: Click "Foundation" to assign foundational permissions once more.

02:24: Click here to confirm the foundation permissions selection.

02:28: Click "Group" to manage group-related access rights.

02:31: Click here to confirm the group permissions selection.

02:35: Click here to finalize

02:36: the current permission settings.

02:38: Click "All" to grant full group permissions to the role.

02:42: Click here to confirm the group permissions selection.

02:45: Click "All" to include all permissions in this category once more.

02:50: Click "Add Permissions" to add more permission sets to the role.

02:54: Click here to confirm the added permissions.

02:57: Click "Foundation" to assign foundational permissions once more.

03:02: Click here to confirm the foundation permissions selection.

03:05: Click "Metadata" to configure metadata-related access rights.

03:10: Click here to confirm the metadata permissions selection.

03:14: Click "All" to grant full metadata permissions to the role.

03:18: Click here to confirm the metadata permissions selection.

03:22: Click "All" to include all permissions in this category once more.

03:26: Click "Add Permissions" to add further permission sets to the role.

03:30: Click here to confirm the added permissions.

03:33: Click "Foundation" to assign foundational permissions once more.

03:38: Click here to confirm the foundation permissions selection.

03:41: Click "User" to manage user-specific access rights.

03:45: Click "Resource Name" to specify resource-related permissions.

03:50: Click here to confirm the resource permissions selection.

03:53: Click "All" to grant full resource permissions to the role.

03:57: Click here to confirm the resource permissions selection.

04:01: Click "All" to include all permissions in this category once more.

04:05: Click "Add Permissions" to add more permission sets to the role.

04:09: Click here to confirm the added permissions.

04:13: Click "Foundation" to assign foundational permissions once more.

04:17: Click here to confirm the foundation permissions selection.

04:21: Click here to finalize

04:22: the current permission settings.

04:24: Click "Workflow" to manage workflow-specific access rights.

04:29: Click here to confirm the workflow permissions selection.

04:32: Click here to finalize

04:34: the current permission settings.

04:36: Click "All" to grant full workflow permissions to the role.

04:40: Click here to confirm the workflow permissions selection.

04:44: Click "All" to include all permissions in this category once more.

04:48: Click "Save" to apply and save the new role configuration.

04:52: Click "Type to search" to find existing roles quickly.

04:56: You have successfully created and configured a custom role in Vince Platform Access

05:01: Management by defining its name, description, and assigning comprehensive permissions.

05:06: You can now manage user access effectively and tailor roles to your organization's

05:11: needs.