User Concepts
In OCX, an account that logs into the portal to perform operations is referred to as a User. Each User is assigned a Role/Permission. The operations available within the portal vary depending on the assigned Role.
User Roles and Permissions
| Role | Permissions |
|---|---|
| admin | Can create (purchase), modify, and delete resources. Can also change User permissions (Roles). |
| user | Can create (purchase), modify, and delete resources. |
| viewer | Can only view created (purchased) resources. Cannot create, modify, or delete resources. |
Changing User Roles
This section explains how to change a User's Role within the OCX Portal.
Preparation
- An OCX Portal account must already be configured.
- Your own User Role must be
admin.
Procedure for Changing a User Role
- Log in to the OCX Portal.
- From the left navigation bar, click [Settings] > [Users].
- On the Users list page, click the
Edit iconin the Actions column on the right side. - Select the new Role from
admin,user, orviewer, and click [Next]. - You will proceed to the Preview screen. Review the changes and click [Submit].
- The Users list page will be displayed. Confirm that the Role change has been reflected for the target user.
This completes the procedure for changing a User Role.