Roles & permissions summary (services)

Introduction

This page details roles and permissions which are applicable if you have not upgraded to Patchworks Core, and therefore run services instead of process flows to sync data.

Generally, roles and permissions are the same and role summary tables detailed for Core will apply. However, there are some differences, as summarised below.

Roles

User accounts can be associated with one of five possible roles:

• Administrator

• Manager

• User

• Read-only

• Advanced editor*

* In certain areas of service setup (for example, service source/destination settings and mappings), a JSON editor is available.

Typically, these editors are only required by Patchworks administrators however - upon request - users may be assigned a new advanced editor role which provides access to JSON editors throughout the dashboard.

This role is a supplementary role - it should always be added alongside an Administrator, Manager, User or Read Only role.

Service connectors

Connector permissions refer to features that are available from the service connectors page.

Task	Allowed roles
Browse connectors	administratormanageruserread-only
View connector settings	administratormanager
Update connector settings	administratormanager
Delete connectors	administratormanager

Services

Service permissions refer to features that are available from the services page.

Task	Allowed roles
View services list	administratormanageruserread-only
Search services list	administratormanageruserread-only
View service settings	administratormanageruserread-only
Update service settings	administratormanager
Create new service	administratormanager
Enable & disable a service	administratormanager
Run service manually	administratormanager

Sync reports

Sync report permissions refer to features that are available from the sync reports page.

Task	Allowed roles
View sync reports list	administratormanageruserread-only
View sync report details	administratormanageruserread-only
Performing an auto resync	administratormanager
Performing a resync	administratormanager