Managing roles

A role is a set of predefined rights that you can assign to a group. Each feature set has a different set of available rights.

A role can be assigned directly to a user, but assigning roles to groups is recommended because it simplifies the managing and troubleshooting of rights and permissions. For example, if a user is directly assigned the administrator role for analytics, you might assume that they can view and manage all collections. However, the user cannot access a specific collection if permissions to access it are assigned to a group to which the user is not a member.

Oracle Infinity comes provisioned with a set of default roles to get you started. If you have the Administrator role for Settings or you are in the Super Administrator group, you can create, modify, or delete the other roles at any time.

Note: The Administrator role has rights to all feature functions ("all access") and cannot be modified or deleted.

In this topic, you'll learn about:

Creating a role

When you create a role, you need to enter a unique name and select rights for one of the following features.

Feature Available options
Action Center
  • All Access
  • View Actions
  • Manage Actions
  • Manage Collections
  • Manage Data Extensions
  • Manage Infinity Standard Objects
  • Manage My Objects
  • Manage Public Objects
  • View Only
  • View Data Exports (API)
  • View Behaviors
  • Manage Behaviors
  • View Connections
  • Manage Connections
Data Collection
  • Manage Tags
  • View Tags
Infinity Data Connector
  • Query and Publish Event Level Data
Infinity Platform
  • Query Event Level Data (API)
  • All Access
  • Manage Parameters
  • Manage Users, Groups, Roles, and Data Permissions
  • View Parameters
  • View Users, Groups, Roles, and Data Permissions
  • All Access

Note: Some options are linked. For example, if you select Manage Parameters, View Parameters is automatically selected. If available, Select all populates all available check boxes.

To create a role:

  1. Click at the top of the page.

  2. Click Settings.
  3. From the side bar, select Roles.
    Image of the left-hand side bar highlighting Roles
  4. Click Create Role.
    Image of the Create Role button below the menu bar icons
    The Create Role dialog is displayed.
  5. From the Create role for list, select features such as Settings.

    The Create Role dialog expands to show additional options.

  6. Enter a name for the role.
  7. Select rights for the role.
  8. Click Save.

Note: A role must have a name and at least one right before you can save it.

Modifying or deleting a role

If you have the Administrator role or have been granted Manage Users rights, you can modify or delete a role.

Important: If you delete a role, make sure that you do not leave its users without another role.

To modify or delete a role:

  1. Click at the top of the page.

  2. Click Settings.
  3. From the side bar, select Roles.

  4. Click the feature associated with the role, such as Analytics.
    Image of the right-hand panel highlighting Roles and then the Analytics feature
    The list of roles associated with the feature are displayed.
  5. Click the down arrow next to a role name.
    Image of the down arrow next to a role, which displays the edit and delete options
  6. Click Delete Role to remove the role or click Edit Role to modify it.
  7. If you modify a role's name or selected rights, click Save.

Learn more


Managing data permissions

Managing groups

Managing users

administration, Settings, roles