Security Roles

Reference page for Servoy Cloud Application Security Roles

Overview

Servoy Cloud uses Role-based access control, which refers to the idea of assigning permissions to users based on their role within an application. A role is basically a collection of permissions that you can apply to users from any application within the namespace.

Unlike permissions, roles are defined on namespace level. They make it easier to add, remove, and adjust permissions than assigning permissions to users individually.

When planning your access control strategy, it's best practice to assign users the fewest number of permissions that allow them to get their work done.

Manage Role

Create Role

Role names should be unique within a namespace

To create a Role in Servoy Cloud Security:

1. Navigate using the menu to Security -> Roles

2. Click on the button Create Role to prompt a dialog

3. Define the role details

4. Save and be automatically redirected to Role Details page

Create Security Role in Cloud Control Center

You have successfully created a Security Role in Servoy Cloud and can proceed with adding permissions and users to it.

Edit Role

To edit Role details/settings:

1. Navigate to Roles using the menu to Security -> Roles

2. Navigate to Role Details using the context menu of the chosen role
3. Click the Settings tab

4. Edit details

5. Save

You have successfully edited role details/settings.

Delete Role

Deleting a Security Role is permanent. Associated permissions will not be deleted, however users who have this role will lose access to these permissions.

To delete a Security Role:

1. Navigate to using the menu to Security -> Roles

2. Click the context menu of the chosen role
3. Click Delete Role

4. Confirm intent to delete Security Role

You have successfully deleted a Security Role and it has been automatically removed from all the users it was assigned to.

Manage Role Permissions

Add Permission

To add a permission (any type) to a role:

1. Navigate using the menu to Security -> Roles

2. Navigate to Role Details using the context menu of the chosen role
3. Click the Permissions tab

4. Add permissions using the button Add Permissions

   1. If no permissions have been defined, see Security

5. Select desired permissions from existing applications

6. Add permissions

You have successfully added a permission to a role. Users who have this role will receive all permissions assigned to that role.

Add permissions to Security Role

Remove Permission

To remove a permission from a security role:

1. Navigate using the menu to Security -> Roles

2. Navigate to Role Details using the context menu of the chosen role
3. Click the Permissions tab

4. Click on the remove icon of the chosen permission
5. Confirm intent to remove permission and revoke it from all users with this role

You have successfully removed a permission from a role and it has been automatically revoked from all users which had this role.

Remove permission from Security Role

Manage Role Users

Assign User to Role

If a user has several role assignments, the user permissions are the union of all role permissions.

To assign Roles to Users or add users to Role:

1. Navigate using the menu to Security -> Roles

2. Navigate to Role Details using the context menu of the chosen role
3. Click the Users tab

4. Add users using the button Add Users

   1. If no users have been created, see Security Users

5. Select the users to which the role should be assigned

6. Assign role

You have successfully assigned a user to a role group. The user will now have all the permissions associated with this role.

Assign Role to Security Users

Remove User from Role

To remove a user from a role group:

1. Navigate using the menu to Security -> Roles

2. Navigate to Role Details using the context menu of the chosen role
3. Click the Users tab

4. Click on the remove icon of the chosen user
5. Confirm intent to remove user from role group and revoke all associated permissions

You have successfully removed a user from a role group and automatically revoked all associated permissions.

Remove Security User from Role group