Authorization

The Authorization button under "Security" in the Admin Dashboard allows user group membership and roles to be managed.

This page lists all users (first and last name), email/username, role, classification level, and if they belong to the default group.

Users in the list can be found via search, filtered by client, or sorted by first name, last name, or email/username.

Default Group

The Default Group is the collection of users granted access to all clients by default. Adding users to this group automatically grants them access to all existing and new clients as they are created.

Removing a user from the Default Group does not remove previously granted client access and only removes the automatic assignment to new clients.

Adding Users to a Client

This task is for existing users. This is not the process for adding users to PlexTrac. Users can also be added to clients directly from the Clients module.

Step 1: From the Authorization page in the Admin Dashboard, select a client from the pulldown menu.

Step 2: A new button for adding users appears. Click Add/Authorize User.

Step 3: Select the user from the "User" pulldown menu or begin typing to filter the provided list.

Step 4: Assign the appropriate role from the "Role" pulldown menu, and, if applicable, assign a classification level.

Repeat as needed by clicking Add User.

Step 4: Click Save.

Managing Roles

Roles can also be managed directly from the Authorization page.

Step 1: From the Authorization page in the Admin Dashboard, select a client from the pulldown menu.

Step 2: Click the pulldown menu under the "Role" column for the user to be changed and select the new role.

Classification Level

When classification tiers have been enabled (configured in Admin Dashboard>Security>Classification Tiers), a column will appear on the Authorization page, allowing further security restriction configuration for each user by the client.

If not enabled, the column will not appear.