User management is a critical component of the Plan Design system, allowing for granular control over user access and responsibilities. This guide covers the Users Tab and Roles Reference Tab, explaining how to manage user permissions effectively.
Users Tab
Location: User Management -> Users Tab
Overview
Manage user access to your account, including adding, removing, or editing user profiles.
Adding and Managing Users
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Tenant Owner Privileges: Only tenant owners can directly manage user permissions.
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Inviting New Users: To invite a new user, click the Invite button, enter the user's name and email, select their roles, and send the invite. Invited users will receive an email with a temporary password for initial access.
User Roles
Users can assume multiple roles within the system, allowing for flexibility in task allocation:
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Design and Launch Plans: Differentiate users by roles to enhance compliance; some may design plans while others review and launch them.
Roles Reference Tab
Location: User Management -> Roles Reference Tab
Overview
View detailed permissions associated with each role in the Roles Reference table.
Role Permissions
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Plan Access Roles: Allows viewing all plan details. Specific roles like Plan Designer are required to update plans, and Plan Publisher is necessary to publish them.
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API Access Roles: Facilitates viewing accounts and devices. The Account Admin role is needed for full access to accounts and devices, while the EDR Query role allows for event detail record queries.
Administrative Roles
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Tenant Owners: Manage user additions, role assignments, and deletions.
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Plan Admin: Configure settings used across Plan Design templates.
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Network Admin: Update network-related settings such as rating groups, mobile network identifiers, and policy settings.
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Network Operator: Manage field mappings and network configurations.
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5G API Client: Access specific engine APIs for advanced management and integration.
Key Points
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Role Flexibility: Users can hold multiple roles, allowing for tailored access that meets diverse operational needs.
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Security and Compliance: Roles are designed to segregate duties within the team, enhancing security and adhering to compliance standards.
This guide helps system administrators and tenant owners effectively manage user access and roles within the Plan Design system, ensuring that each team member has the appropriate level of access for their responsibilities.