Roles

role is a set of permissions granted to Jira users or Jira groups to view or modify data in Insight. Roles can have three scopes - across all of Insight (Insight Administrator), for a specific object schema (Object Schema Manager, Developer, or User), or for a specific object type (Object Type Manager, Developer, or User).

This section will demonstrate how to manage roles by adding and removing users and groups.


There are three types of role, each with different capabilities. In general:

  • Users can view information
  • Developers can view information, and also create/edit information
  • Managers can perform all actions

More specifically, each role has the following permissions:

PermissionUsers

DevelopersManagers

Admins

JIRA

Admins

Report JIRA issues on Insight objectsXXXXX
Search for Insight objects and attributesXXXXX
View object graph explorerXXXXX
View object type graph explorerXXXXX
View Insight custom fieldXXXXX
Create/Edit Insight objects
XXX
Move Objects (Object Type To)
XXX
Move Objects (Object Type From)

XX
Delete Insight objects

XX
Create/Edit/Delete Attributes

XX
Modify Insight object schema

XX
Delete Insight object schema


X
Create Insight object schema


X
Manage icons

XX
Manage References

XX
Import object schemas


X
Manage global Insight permissions


XX
Create/Manage Insight custom field



X
Move object type (drag & drop)


X
Delete object type

XX

Managing global permissions

Insight Administrators can manager permissions across all of Insight, and also create other Insight Administrators by clicking Insight > Configure > Roles.

How to add users or groups to the Insight Administrator role...

Insight Administrators are able to create new object schemas and administer the features of Insight itself. To add Jira Users or Jira Groups to the Insight Administrator role, you must have Insight Administrator privileges:
  1. Click InsightConfigure in the menu at top.
  2. Click the Roles tab.
  3. Under Insight Administrator, click under Users or Groups and start typing to add Jira users or Jira groups, respectively.
  4. Click Update.

By default, members of the Jira groups jira-administrators, administrators, and site-admins are granted the role of Insight Administrator.

Managing object schema permissions

Each object schema has roles that manage the permissions to view, edit, and create objects within that schema.

How to add users or groups to the Insight Schema Manager role...

Object Schema Managers are able to create and edit objects for a particular object schema, and also manage the attributes of those objects. To add Jira Users or Jira Groups to the Object Schema Developer role, you must have Insight Administrator privileges:
  1. Click Object Schema, at top-right.
  2. Click Configure.
  3. Click the Roles tab.
  4. Under Object Schema Manager, click under Users or Groups and start typing to add Jira users or Jira groups, respectively.
  5. Click Update.

How to add users or groups to the Insight Schema Developer role...

Object Schema Developers are able to create or edit objects for a particular object schema. To add Jira Users or Jira Groups to the Object Schema Developer role, you must have Insight Administrator privileges:
  1. Click Object Schema, at top-right.
  2. Click Configure.
  3. Click the Roles tab.
  4. Under Object Schema Developer, click under Users or Groups and start typing to add Jira users or Jira groups, respectively.
  5. Click Update.


How to add users or groups to the Insight Schema User role...

Object Schema Users are able to view but not modify or add objects in a particular object schema. To add Jira Users or Jira Groups to the Object Schema User role, you must have Insight Administrator privileges:
  1. Click Object Schema, at top-right.
  2. Click Configure.
  3. Click the Roles tab.
  4. Under Object Schema User, click under Users or Groups and start typing to add Jira users or Jira groups, respectively.
  5. Click Update.

Managing Jira Service Desk permissions

For each schema, the Object Schema Manager can also enable or disable Insight Schema User permissions for Jira Service Desk customers.

How to enable Object Schema User permissions for Jira Service Desk customers...

Object Schema Managers are able to configure a particular object schema. To automatically grant all Jira Service Desk customers permissions to view (but not edit or modify) objects in an object schema:
  1. Click Object Schema, at top-right.
  2. Click Configure.
  3. Click the Roles tab.
  4. Under Jira Service Desk, click Enable.
  5. Click Update.

Managing object type permissions

Within a schema, object types can also have their own permissions that control who can create, edit, and delete objects and their attributes.

How to add users or groups to the Insight Type Manager role...

Object Type Managers are able to create or edit objects and also manage attributes for a particular object type. To add Jira users or Jira groups to the Object Type Manager role, you must have Insight Administrator privileges:
  1. Click Object Type, at top-right.
  2. Click Configure.
  3. Click the Roles tab.
  4. Under Object Type Manager, click under Users or Groups and start typing to add Jira users or Jira groups, respectively.
  5. Click Update.

How to add users or groups to the Insight Type Developer role...

Object Type Developers are able to create or edit objects for a particular object type. To add Jira users or Jira groups to the Object Type Developer role, you must have Insight Administrator privileges:
  1. Click Object Type, at top-right.
  2. Click Configure.
  3. Click the Roles tab.
  4. Under Object Type Developer, click under Users or Groups and start typing to add Jira users or Jira groups, respectively.
  5. Click Update.

How to add users or groups to the Insight Type User role...

Object Type Users are able to view, but not create or edit objects of a particular object type. To add Jira users or Jira groups to the Object Type User role, you must have Insight Administrator privileges:
  1. Click Object Type, at top-right.
  2. Click Configure.
  3. Click the Roles tab.
  4. Under Object Type User, click under Users or Groups and start typing to add Jira users or Jira groups, respectively.
  5. Click Update.

Last modified on Sep 23, 2021

Was this helpful?

Yes
No
Provide feedback about this article
Powered by Confluence and Scroll Viewport.