Users and Roles
  • 05 Jun 2024
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Users and Roles

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Article summary

This article will describe managing users, their roles and the permissions they are granted. Users can be invited and granted certain permissions to be able to execute different functions within Boblsed. User Management is located under the Members option within the left-hand nav menu.

 ‘Members’ page in the Bobsled application.


‘Members’ page in the Bobsled application.


User Management

Please note:

Inviting and managing members is only available for the ‘Owner’ role.

To invite a user, you will need to supply the email address and role that you would like to assign. Bobsled offers a selection of roles available. The user will then receive an invitation to their email inbox.


Adding a new user in the Bobsled application.

Resending a User's Invitation

If a user does not receive an invitation, you can resend it using the Resend button that is located on the User Record.

‘Send invite’ in the application.

‘Send invite’ in the application.

Changing a User's Role

If you would like to modify a User's role and the permissions available, locate the User record. Hovering over their current role will give you a pencil icon to edit—changing this role should take effect immediately.

Editing in the application.

Deleting a User

To delete a user, locate the User record. On the User record, you will find the delete icon located to the right of their email and permissions.

Deleting a user in the application.


Roles

Five roles can be assigned to a user within Bobsled:

Owner

Administrator account for Bobsled. This type of user has permission to do everything within Bobsled.

Member

A Member has similar permissions to the Owner role, except they cannot do User Management.

Fulfillment

The Fulfillment role is used for granting access to your customers: Creating and managing Shares, Transfers and Destinations.

Integrator

The Integrator role is used for managing your Sources for Shares, but this role cannot manage Shares et al.

Consumer

Consumers have limited permissions for viewing a subset of the system that they have been explicitly granted access to.


Permissions

Members

Permissions:

Owner

Member

Fulfillment

Integrator

Consumer

View Bobsled Users

Create Owner User

Create Member User

Create Fulfillment User

Create Integrator User

Create Sharer User

Delete Bobsled Users

Resend User Invite

Send User Invite

Consumer Organizations

Permissions:

Owner

Member

Fulfillment

Integrator

Consumer

View Consumer Org.

Create Consumer Org.

Edit Consumer Org.

Delete Consumer Org.

Data Sources

Permissions:

Owner

Member

Fulfillment

Integrator

Consumer

Create Source

Edit Source

Delete Source

View Source

View Source Contents

Shares

Permissions:

Owner

Member

Fulfillment

Integrator

Consumer

View ‘All Shares’ List

View ‘Own Shares’

Create Share

Delete Share

Edit Share Metadata

Add source to Share

Remove source from Share

Add Consumer Org. to Share

Remove Consumer Org. from Share

Add Destination to Share

Remove Destination from Share

View Share Data Schema

Transfers

Permissions:

Owner

Member

Fulfillment

Integrator

Consumer

View Transfer metadata

View Transfer data

Create Transfers

Edit Transfers

Delete Transfers

Pause Transfers

Resume Transfers

Service Accounts

Permissions:

Owner

Member

Fulfillment

Integrator

Consumer

Create Service Account (SA)

View Service Account

Delete Service Account

Generate Secret for SA

Delete Secret from SA

View Client ID

Webhooks

Permissions:

Owner

Member

Fulfillment

Integrator

Consumer

Create Webhooks

View Webhooks

Delete Webhooks

Environment details

Permissions:

Owner

Member

Fulfillment

Integrator

Consumer

View Bobsled Metadata

View Setup Source Metadata





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