Assign Groups to Roles

Now we must correctly assign the membership groups to roles.

The following steps demonstrate how to create the necessary user groups in ArcViz. Note that depending on your architecture, this definition may happen at the LDAP layer, with groups visible to ArcViz.

1. On the main navigation bar, click the (gear) icon, and select Manage Roles.
2. In the Roles interface, click either the name of the role, Marketing Data Admin, or the (pencil/edit) icon on its role.

3. In the Role Detail interface, select the Members tab.

4. In Groups section, click Edit Group(s).

   

5. The Role Assignment modal window appears. Perform the following actions:

   • Select the groups Data_Admins and Marketing.

   • Click Add .

   • Click Apply.

   

6. The Groups list now contains Data_Admins and Marketing.

   Select the Require all groups option, and click Save.

   A confirmation message appears briefly.

   

7. Repeat the previous steps to assign groups to the rest of the roles, according to the following information. Remember that you must user the Require all groups option.

   Roles and their group assignments

   Role Name	Assigned groups
   Marketing Data Admin	Data_Admins Marketing
   Marketing Analyst	Analysts Marketing
   Marketing Visual Consumer	Visual_Consumers Marketing
   Sales Data Admin	Data_Admins Sales
   Sales Analyst	Analysts Sales
   Sales Visual Consumer	Visual_Consumers Sales
   Operations Data Admin	Data_Admins Operations
   Operations Analyst	Analysts Operations
   Operations Visual Consumer	Visual_Consumers Operations

8. After completing these steps, the list of roles shows that the number of groups for each role is now 2 (two):