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On Demand Global Settings Current - User Guide

Working with On Demand Overview of On Demand Signing up for On Demand Managing organizations and regions Adding users to an organization Managing your Microsoft Entra tenants and on-premises domains On Demand Home page Configuring settings Documentation roadmap Technical Support

Default roles and permissions

On Demand is configured with default roles that cannot be edited or deleted. You can, however, duplicate default roles to create custom roles.

For the complete list of module default roles and permissions, refer to your module-specific User Guide.

Can Add and Remove Tenants

Users with this permission can add new tenants or remove existing tenants from the organization.

Can Configure Agents

Users with this permission can add or modify the actions and domains of an agent in the organization.

Can Create and Delete, and Assign Access Control Roles

Users with the permission can create, assign user to, and delete access control roles for the organization.

Can Export Data

Users with this permission can export data from the selected services within the organization.

Can Read Access Control Roles

Users with this permission are able to view specific permissions within an access control role in the organization.

Can Read Activity Trail

Users with this permission can access the activity trail and view detailed information regarding user and system activity that has occurred within the organization associated to the selected services.

Can Manage the Organization

Users with this permissions can delete or edit the organization (modify name and authorized domains list).

1
Select Settings, expand Access Control, and select Roles.

Adding a user and assigning a role

The flow chart that follows shows the process for adding users and assigning a role. The first step is to view the default role permissions settings. If required, you can create custom roles with specific permission settings to align with your company policies.

Once you have added a user, you must invite the user to sign in to the organization.

Viewing role permissions

Creating a custom role

Adding a user to your organization and assigning a role

Inviting users to join an On Demand organization

Access Control: Roles

Each access control role has a specific set of permissions that determines what tasks a user assigned to the role can perform. Your On Demand organization comes configured with a number of default roles. The default role permissions settings cannot be changed, but you can create custom roles with specific permission settings to align with your company policies.

Perform the following tasks from the Setting | Access Control | Roles page:

Viewing role permissions

Use the Roles page to view the list of roles defined for your organization. You can also view the users assigned to each role.

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In the left side navigation panel, click Settings, expand Access control and select Roles.
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