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.
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 |
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