Roles and Permissions

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Under ADMIN, a user with the relevant admin rights can:

1. define a role profile to be assigned to users (e.g. edit, run, read-only)
2. create a team that can subsequently be used to restrict access to data (e.g. portfolios, market data groups, valuation data groups).

Actions related to user permissioning are performed in Auth0, including:

• create a user
• assign role(s) to the user
• allocate the user to the relevant team(s)

1. Defining a Role

Under ADMIN/ROLES, at the role list level, you can create a role (e.g., a Super User role with no admin rights) by clicking on ADD NEW (or edit an existing one by double-clicking on the line item).

Creating a role
ADMIN/ROLES

After clicking on ADD NEW, defining the Name and External ID, and selecting the relevant rights per category

After clicking on SAVE

Permission rights will be inherited at sub-category level but can be overridden subsequently.

A description of a role’s attributes and corresponding permissible values is set out in the table below.

2. Creating a Team

Under ADMIN/TEAMS, at the team list level, you can create a team by clicking on ADD NEW (or edit an existing one by double-clicking on the line item).

Creating a team
ADMIN/TEAMS

After clicking on ADD NEW, and defining the Name and External ID

After clicking on SAVE

A description of a team’s attributes and corresponding permissible values are set out in the table below.

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