This section describes how roles are created and managed within Yellowfin. Roles are allocated to users and define a set of functions that the user is permitted to access within the system. The role list is accessible via the Admin Console. As a default you will have a number of pre-configured roles. These are listed below.
When Yellowfin is initially deployed a standard set of roles is provided to you. These are:
Role | Description |
---|---|
Consumer & Collaborator | This user can only access public content and contribute to collaborative features such as streams, timeline, etc. |
Personal Content Writer & Collaborator | This user can only create personal content for their own consumption - not public shared content. They can collaborate within streams, timeline, etc. |
Public Content Writer & Collaborator | This user can create content to be consumed by themselves and other users in the system. They can collaborate using features such as streams, timeline, etc. |
Public Content Writer & Collaborator - Advanced | This user can create content to be consumed by themselves and other users in the system. They can collaborate using features such as streams, timeline, etc. This user also has extended access to create and manage views, report approval, and other admin items. This role should be used sparingly. |
System Administrator | This user has the widest range of access to the system, and as such you should have a very limited number of people assigned this role. They can do everything from create content through to managing system tasks. |
In order to create a new role you will need complete the following:
Enable the role as Mandatory, Default, or Guest as required. (Optional)
Mandatory | This means that once this role has been created, and at least one user assigned the role, when users are deleted Yellowfin will check the role to ensure there is always at least one user with this role in the system. So if you try to delete the only user assigned the Mandatory role you will experience the following error: |
Default Role | This means that when a user is created in Yellowfin, either by an Administrator, or through LDAP, they will be assigned this role unless otherwise specified |
Guest Role | Guest roles are used for accessing external content. |
Define the CRUD permissions where required. Some functions will have a C R U D check list as part of the settings. The acronym CRUD refers to all of the major functions that need to be implemented. Each letter in the acronym can be mapped to a standard SQL statement:
Create | INSERT new records |
Read | SELECT records from the database |
Update | UPDATE records in the database |
Delete | DELETE records in the database |
One example of CRUD access is for dashboards. If a user only has R selected they will be able to read dashboard but not create new dashboard tabs or add reports to their tabs. Whilst a user with CRUD will be able to create and delete dashboard tabs.
In order to edit the permissions assigned to a role, or make a duplicate copy of a role to manipulate use the drop down list next to the role name on the Admin Console.
In order to delete a role use the drop down list next to the role name on the Admin Console. You will then be prompted to confirm the deletion on a separate page.
Note: if there are users attached to a role you choose to delete, the users will also be removed from the system.