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.

Field Name	Description	Permissible Values
Name	The name of the role profile	Free text
Category	Xplain's task (sub-)category	All
		EXCEPTION_MANAGEMENT	DASHBOARD | MD_TASK_EXECUTION | VD_TASK_EXECUTION | BREAK_TESTS | TASK_MANAGEMENT | VD_MANUAL_OVERRIDE
		PORTFOLIOS	COMPANY_LIST | PORTFOLIO_LIST | CCY_EXPOSURE | NON_MTM_PORTFOLIO_LIST
		VALUATIONS	PNL_EXPLAIN_CALCULATIONS | PV_CALCULATIONS | VALUATION_SETTINGS | CCY_EXPOSURE_SIMULATIONS | ACCRUAL_CALCULATIONS | XVA_VALUATION_SETTINGS | XVA_CALCULATIONS
		DATA	MARKET_DATA | FIXINGS | VALUATION_DATA | DATA_PROVIDERS | CUSTOM_ATTRIBUTES | MARKET_DATA_KEYS | CALENDARS | CONVENTION_OVERRIDES | TRS_INDICES | CORRELATION_MATRICES
		OTHER	AUDIT_ENTRIES | VIEW_CONFIG_SETTINGS
		CURVES	CURVE_CONFIGURATIONS | CURVE_GROUPS
		ADMIN	ROLES | TEAMS | MONITOR | CLEAN_UP
Permission	Clearance level per category See table below	Admin | Super | Basic

ROLE PROFILE	VIEW	CONFIGURE	RUN	EDIT
Basic	X
Super	X	X	X
Admin	X	X	X	X

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.

Field Name	Description	Permissible Values
Name	The name of the team	Free text
Username (User Account List)	The team's members (to be selected - optional)	Any existing user(s)

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