Users and Roles

19 Mar 2024
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Users and Roles

Updated on 19 Mar 2024
2 Minutes to read

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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.

High-Level Overview:

Role Permissions

User Management

Creating and Inviting Users

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

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:

This can be found on the user record

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.

Selecting the new role you would like them to be assigned, you can now save it using the save icon for changes to be applied.

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.

Roles and Permissions

Five roles can be assigned to a user within Bobsled:

Owner
Member
Fulfillment
Integrator
Consumer

Role Definitions

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.

Below are the permissions each role has within the Bobsled Application.

User Management

	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 Organisation Management

	Owner	Member	Fulfillment	Integrator	Consumer
View Consumer Organisations	✅	✅	✅	✅	✅
Create Consumer Organisation	✅	✅	✅	❌	❌
Edit Consumer Organisation	✅	✅	✅	❌	❌
Delete Consumer Organisation	✅	✅	✅	❌	❌

Sources

	Owner	Member	Fulfillment	Integrator	Consumer
Create Source	✅	✅	❌	✅	❌
Edit Source	✅	✅	❌	✅	❌
Delete Source	✅	✅	❌	✅	❌
View Source	✅	✅	❌	✅	❌
View Source Contents	✅	✅	✅	✅	❌

	Owner	Member	Fulfillment	Integrator	Consumer
View All Shares List	✅	✅	✅	❌	❌
View Own Shares	✅	✅	✅	✅	✅
Create Share	✅	✅	✅	❌	❌
Delete Share	✅	✅	✅	❌	❌
Edit Share Metadata	✅	✅	✅	❌	❌
Add Share Source	✅	✅	✅	❌	❌
Delete Share Source	✅	✅	✅	❌	❌
Add Share Consumer Organisation	✅	✅	✅	❌	❌
Delete Share Consumer Organisation	✅	✅	✅	❌	❌
Add Share Destination	✅	✅	✅	❌	❌
Delete Share Destination	✅	✅	✅	❌	❌
View Share Data Schema	✅	✅	✅	✅	❌

Transfer

	Owner	Member	Fulfillment	Integrator	Consumer
View Automated Transfer Metadata	✅	✅	✅	✅	✅
View Automated Transfer Data	✅	✅	✅	❌	❌
Create Automated Transfers	✅	✅	✅	❌	❌
Edit Automated Transfer	✅	✅	✅	❌	❌
Delete Automated Transfers	✅	✅	✅	❌	❌
Pause Automated Transfer	✅	✅	✅	❌	❌
Resume Automated Transfer	✅	✅	✅	❌	❌
Delete Automated Transfer	✅	✅	✅	❌	❌

Service Accounts

	Owner	Member	Fulfillment	Integrator	Consumer
Create Service Account	✅	✅	❌	❌	❌
View Service Account	✅	✅	❌	❌	❌
Delete Service Account	✅	✅	❌	❌	❌
Generate Secret	✅	✅	❌	❌	❌
Delete Secret	✅	✅	❌	❌	❌
View Client ID	✅	✅	❌	❌	❌

Webhooks

	Owner	Member	Fulfillment	Integrator	Consumer
Create Webhooks	✅	✅	❌	❌	❌
View Webhooks	✅	✅	❌	❌	❌
Delete Webhooks	✅	✅	❌	❌	❌

Settings

	Owner	Member	Fulfillment	Integrator	Consumer
View Bobsled Metadata	✅	✅	❌	✅	✅
View Setup Source Metadata	✅	✅	❌	✅	❌

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What's Next

Single Sign-On

Table of contents

High-Level Overview:
User Management
Roles and Permissions

Users and Roles

High-Level Overview:

User Management

Creating and Inviting Users

Resending a User's Invitation

Changing a User's Role

Deleting a User

Roles and Permissions

Role Definitions

User Management

Consumer Organisation Management

Sources

Shares

Transfer

Service Accounts

Webhooks

Settings

What's Next