In Loome Assist, there are application roles with different levels of user access overall, as well as individual project roles specific to each project. These roles can be assigned and managed by an Administrator.
Find the following sections below:
Permission | Administrator | Project Creator | Consumer |
---|---|---|---|
Configure remote API access** | ✔ | ✖ | ✖ |
Access Loome Assist remotely via API** | ✔ | ✖ | ✖ |
Invite new users and manage user application roles | ✔ | ✖ | ✖ |
Add and edit a connection | ✔ | ✖ | ✖ |
Add and manage agents | ✔ | ✖ | ✖ |
Add and manage accounts | ✔ | ✖ | ✖ |
Add and manage cost centers | ✔ | ✖ | ✖ |
Add and manage affiliations | ✔ | ✖ | ✖ |
Manage workstation templates | ✔ | ✖ | ✖ |
Manage and create projects | ✔ | ✔ | ✖ |
Add and manage workstations | ✔ | ✔ | ✖ |
Add and manage data repositories | ✔ | ✔ | ✖ |
Deploy a workstation | ✔ | ✔ | ✖ |
View projects | ✔ | ✔ | ✔* |
Project Owners: A project owner can deploy and use resources, and manages their specific project.
Project Contributors: This user can deploy and use resources, but cannot add other users to a project.
Project Readers: Users with this role can use resources, but cannot deploy them or make changes to a project.
Permission | Project Owner | Project Contributor | Project Reader |
---|---|---|---|
Create projects | ✔ | ✖ | ✖ |
Manage assigned projects | ✔ | ✖ | ✖ |
Add users to a project | ✔ | ✖ | ✖ |
Deploy and use resources | ✔ | ✔ | ✖ |
View projects | ✔ | ✔ | ✔* |
Find the application role page from the top right settings menu, as shown in the image below.
Beside the role that you would like to add a user to, click on Add in the top right corner of that role and a slide-out will be expanded.
Choose the type of member that you want to add. This can be a user, a group or an API Key.
In this slide-out, type in the email address of the user and then click Add.
Click on Invite and this user will receive an email invitation. This email will contain a link to Loome Assist. This user can then log in, and can access Loome Assist with the permissions of the role you have selected.
Choose whether you want to add a User or Group. If your organization has enabled lookup, you can search for a user or group in your organization.
To add a user, you can search for a user by name in the ‘Add User’ field.
Click on your chosen users. They will be displayed beneath the dropdown.
You can also manually add an email address and select the first option from the dropdown.
Click on Submit to save the chosen user(s).
To add a group, you can search for the group by name. You can then choose the group from the dropdown.
You can view the members of a group by selecting the group and clicking on the group icon beside it.
Loome will also display the email address, if available, for the group beside it.
Click on Submit to save the chosen group(s).
If a user has only been sent an invitation, their status will remain as ‘User Invitation’ until they log in, in which their status will change to ‘User’.
Find the user on the application roles page.
Click on the Delete button at the end of a row beside the user’s name.
This will delete the user from this tenant and any project roles.
Click on Delete at the end of a row beside the group.
Click on Delete at the end of a row beside the API Key.
You can apply project level roles to users when creating a project. These roles will apply to a specific project, and will need to be applied to each project individually.
Follow this link to learn how to add users to a project here.