Roles

The Roles define what a user can do in Nectari. Two types of roles exist: General and Data Model.

1. In the Administration section , click on the Security drop-down menu in the left pane.
2. Select Roles.
3. In the upper right-hand corner, use the Manage drop-down list to select the type of roles you want to edit.

General Roles

The General Roles are grouped in six main categories (Administration, Command Center, Folder, Dashboard, Reports,Excel Add-in.

Data Model Roles

These roles will define what the user can do in Nectari (create Data Models, export a View, create Calculated Columns, etc).

By default, three roles are installed with Nectari (SECURITY, BASIC, MANAGER). These roles can be changed by selecting them or new roles can be created if required.

The Data Model Roles are grouped in four main categories (Data Model, View, Calculated Column, Filter).