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Assigning roles

Assign usage roles to define which areas and responsibilities a person or group will have in the Console.

When to use this​

  • Use it when someone needs a new responsibility in Infinite Data.
  • Use it when setting up groups for querying, governance, auditing, or administration.
  • Use it in access reviews.

Before you start​

  • Understand the person's or group's function.
  • Keep Console access separate from data access.
  • Get approval from the person responsible when the role is sensitive.

Step by step​

  1. Open Users, Groups, and Profiles.
  2. Select the user or group.
  3. Open the roles area.
  4. Add only the roles needed.
  5. Remove roles that no longer match the function.
  6. Review the summary and save.

What happens next​

  • The menu and the available actions reflect the assigned roles.
  • The change is recorded in the audit trail.
  • Data access still depends on specific data rules.

Common errors​

  • Confusing a usage role with granting a table.
  • Assigning an administrative role to settle a querying request.
  • Keeping old roles after a change of function.

Good practice​

  • Use roles per group when the responsibility is shared.
  • Review higher-impact roles more often.
  • Give understandable names and descriptions to the groups that receive roles.

Next steps​