Domain administration / Users and roles / Managing roles / Assign resources to a role

Assign resources to a role

Even though the permissions over resources enable you to carry out certain actions regarding your own resources, you need specific permissions over resources created by others. This is achieved by assigning resources to a role. Both default and custom roles can be given access to Devo applications, dashboards, panels, Activeboards, alerts, and lookups.

Public resources in your domain will appear listed in their corresponding tab and you can make them available to roles with specific permissions.

Disabled and empty tabs

The resources tabs will be disabled unless you give the role at least the View version of the corresponding permission, which can be done on the Permissions tab.

Furthermore, tabs will appear empty until you create a resource in the corresponding area and share it, except for the Alerts tab, which already contains preset alerts and also the new ones as you create them. Check the following articles to learn how to share each resource: Configuring and sharing dashboards, Create and customize a panel, Sharing Activeboards, Share lookups.

Select a role from the left area.
Click the Applications, Dashboards or Panels tab.
The list on the left contains the available resources while the list on the right contains the resources assigned to the role. Select the desired resource. In case the number of resources poses some difficulties, you can use the search above to help you find the desired one.
Click the corresponding arrow to move it from one list to the other.
Click Apply changes.

If you try to select another role without applying the changes, you will get a warning message prompting you to save them if you do not want to lose them.

Select a role from the left area.
Click the Activeboards tab.
The list contains the Activeboards that have been marked as shareable. The procedure to assign them is the same as with Permissions; check the boxes with View and Manage levels.
These two levels correspond to the view and edit modes in the Activeboards area.
Click Apply changes.

If you try to select another role without applying the changes, you will get a warning message prompting you to save them if you do not want to lose them.

Apart from permissions over alerts (Alert configuration and Triggered Alerts), you need specific permissions over certain alerts (or alert categories) to be able to perform the intended actions. The permissions will dictate the area of the app as well as the kind of action the role can perform, while the alerts will dictate the specific alerts or kind of alerts involved.

The ability to perform actions related to alerts depends on this combination of permissions and resources:

Assigning permissions without assigning alerts will result in the inability to perform the intended action (either view or manage). See Role permissions to know more about the actions each level involve.
Assigning only alerts without permissions is not allowed (the tab will be disabled).
The permission level determines the maximum level for alerts and breaking this rule is not allowed by the app. For example, if you set the permissions to view, you cannot set an alert to manage. However, if you set the permissions to manage, you can choose that a specific alert category is set to view while the rest are set to manage. Be careful though, because setting all the alerts to view while the permissions are set to manage, will result in the inability to perform any management action in any alert.

Select a role from the left area.
Click the Alerts tab.
The list contains the available Alerts divided into categories. The procedure to assign them is the same as with Permissions; check the boxes with View and Manage levels.
Click Apply changes.

If you try to select another role without applying the changes, you will get a warning message prompting you to save them if you do not want to lose them.

Select a role from the left area.
Click the Lookups tab.
The list contains the lookups that have been already shared with at least one role. The procedure to assign them is the same as with Permissions; check the boxes with View and Manage levels.
Click Apply changes.

If you try to select another role without applying the changes, you will get a warning message prompting you to save them if you do not want to lose them.

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