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Summary: This section describes how to configure roles for users/groups in ≥ 2.x.

How are roles managed in ≥ 2.x?

Roles are managed in a graphical user interface. This interface is available to users that have been assigned the ADMIN role and can be accessed by clicking the User Configuration option in the user menu:

The interface is then displayed. There are two tabs, Profiles and Users: by default the Profiles tab is displayed:

Click to enlarge

Users tab:

  • The Profiles interface is used to manage profiles - profiles are used to assign roles and also Data authorization - 2.x and above
  • The Users interface is used to assign profiles to Users/Groups
  • Any changes made in the interface to assigned roles are taken into account only when the user logs out and logs back in again. Data authorizations are effective immediately.

Options in Profile tab

Search and Add


Search option lets you to search a Profile from the list of available Profiles. Enter the Profile name and click   tov view the selected Profile.

Add a profiles option lets you add a new Profile.
Edit and Delete 

This option allows you to edit the roles/authorizations assigned to the selected user/group. This is particularly useful if you need to modify multiple users/groups in one go.

This option will remove all the roles/authorizations granted to selected the user/group.
Profiles

Lists all profiles that are available, by name:

On first login, a profile called "admin_profile" will be created automatically. This profile has the role "Admin" assigned to it. The first user to login and become admin (see First login and become admin) will be automatically assigned this profile.
Roles

  • Lets you select the built-in Role to be assigned to the selected Profile.
  • Lists the roles that have been assigned to the corresponding Profile.
Assign applications by name

These columns list the data authorizations that have been assigned to the corresponding Profile, i.e., by:

  • application name
  • by technology
  • by tags

The Assign applications by tags column will NOT be visible:

You can directly modify them in this column:

Assign applications by technology
Assign applications by tags
Options in Users tab
Search

Lets you search a User or a Group from the list of available Users/Groups.

Users

This column lists all users/groups:

  • When local authentication is active:
    • all users that have been defined in the users.properties file will be listed here
    • it is not possible to create groups, therefore assigning roles or data authorizations to groups is also not possible
  • When LDAP or SAML authentication are active:
    • only users/groups that have specifically been assigned a profile will be listed
    • Groups are taken directly from the LDAP/SAML directory and must therefore be created there before they can be exploited by the CAST Dashboards
Profiles

This columns lists all profiles that have been created in the Profiles tab and allows you to assign them to you users/groups:

Edit

Lets you edit the selected Users/Groups, i.e. change the profile assigned to the User/Group:

What roles are available?

See User roles.

Use of NO_ROLE in the user interface

The role NO_ROLE is a role that is available for use, however, this role is not directly made available in the interface to be assigned. Instead, NO_ROLE can be assigned simply by granting a Data authorization and none of the roles. For example, test_profile in the image below has no roles assigned to it, but it has one data authorization assigned (to access the application called "MEUDON") - therefore a user/group with this profile can log in and access the application but has no other permissions:

Click to enlarge

Create new profiles

To create or edit a profile, use the Profiles tab:

Click the Add button to add a new profile:

Name the profile and click the tick icon to save:

The profile will then appear in the list:

Assign or remove roles to/from profiles

To assign or remove roles to/from a profile, use the Profiles tab:

and then the expandable item in the Roles column. Changes are automatically saved but are only taken into account when the user logs out and logs back in again in a new session:

If you assign All Roles or just the ADMIN role, then automatically All Applications, All Technologies and All Tags (if available) are also assigned:

Click to enlarge

Assign profiles to users/groups

Ensure you create the profile first. Then to assign or remove roles to/from a profile, use the Users tab:

and then the expandable item in the Profiles column. Changes are automatically saved but are only taken into account when the user logs out and logs back in again in a new session:

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