Working with Roles

Owned by Nate Edwards
Jul 18, 2017
2 min read

SQL Server Roles are used in ESHA Security to organize access. Access is assigned to roles, not users. Users are then assigned to the roles that they need, which makes it easier to manage. Rather than having to grant access to 50 individual users one at a time, you can create a role and grant access to that role, then add the users as members of that role.

  1. Create Roles

  2. Roles are used in ESHA Security to organize access. Access is assigned to roles, not to users. Users are then assigned to the roles.
  3. Click the Roles and Permissions tab.
  4. Click New.
  5. Type in the name of the Role. Note: Role naming does not have to follow any naming conventions other than what the administrator sets up.
    Examples:
    1. Teachers
    2. Students
    3. Administrators
    4. Research Department
    5. Marketing
    6. Developers
  6. Click OK. The Role will appear in the Existing Roles Pane.
  7. If, however, the role does not automatically appear (this may happen from time to time if, for example, someone else is creating a group on the network, etc.) hit the F5 key to refresh the screen.

Define Role Permissions

Defining Role Permissions specifies what access this role will have to a selected group. Later, one or more Users will be added to a role.

  1. Highlight the Role.
  2. Highlight the Group.
    1. Select:
    2. No access;
    3. Read-only access;
    4. or Read-Write access.
  3. Select the next group in the list and repeat Step 3. Repeat this as necessary.

Note: All groups start with the default access defined in the Settings screen.

Giving access to a folder will also grant the same access to all sub-folders and groups contained within the folder, unless they already have an access level granted. The permissions granted will be displayed both with a color-coded highlight (red = no access; yellow = read- only access; green = read/write access) in the Groups pane AND listed in the Role Permissions pane.

Note: A user can be a member of more than one role, and a data file can be a member of more than one group; accordingly, a user could end up with many access ratings. If there are conflicting permissions, the highest access rating is applied.

Assign Users to Roles

  1. Click the User tab.
  2. Highlight the User.
  3. Check the box or boxes by the Role or Roles you wish to assign to that user.