Strategy ONE
Create Security Roles
Starting in Strategy One (March 2025), optionally enter a description of your change when saving a security role.
Security roles are collections of privileges that can be reused from project to project. Security roles enable you to assign a unique set of privileges to users on a per project basis. Security roles are created and maintained at the project source level and assigned to users at the project level.
For example, you may create a security role that allows a certain set of users to access all the editors except the Attribute Editor. Once you create a security role, you can save it and use it in any project loaded on that Intelligence Server machine, by assigning the security role to a user or to a group of users. The users associated with a particular security role can vary by project.
See Privileges by License Type to view a dashboard that lists all of the available privileges grouped by their respective license.
Create a Security Role
- Open the Workstation window with the Navigation pane in smart mode.
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In the Navigation pane, click Users and Groups.
- Select an Environment from the upper-left drop-down.
- Click Create a new Security Role
next to Security Roles.
- Enter a name and description for the new security role.
- In the left pane, click Privileges.
- Select the privileges to add to this security role. For an explanation of each privilege and their associated license, see Privileges by License Type.
To select all privileges in a privilege group, select the group.
- Click Create.
How to Edit a Security Role
- Open the Workstation window with the Navigation pane in smart mode.
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In the Navigation pane, click Users and Groups.
- Select an Environment from the upper-left drop-down.
- Click Security Role.
- Right-click an existing security role and select Properties.
- Modify the name or description for the security role.
- In the left pane, click Privileges.
- Select the privileges to add to this security role. For an explanation of each privilege and their associated license, see Privileges by License Type.
To select all privileges in a privilege group, select the group.
- Click Save.
- Starting in Strategy One (March 2025), optionally type a description in User Comments and click OK.
Delete a Security Role
- Open the Workstation window with the Navigation pane in smart mode.
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In the Navigation pane, click Users and Groups.
- Select an Environment from the upper-left drop-down.
- Click Security Roles.
- Right-click the security role that you want to remove and select Delete.
- Click OK.