Documentation Index

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Creator Role Administration

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Creator roles are named permission sets that control what Creators can view, create, edit, and delete in the Unqork IDE. Creator Role Administration is organized into the following sections: Environment Roles for environment-level resource access, and Workspace Permissions for individual workspace access.

Important: Managing Creator roles requires administrative permissions. Administrators needing access should contact their environment administrator.

Environment Roles

Environment roles are named permission sets assigned to Creator accounts. Each role defines which resource types a Creator can access and what actions they can perform on those resources.

Role List

The Environment Roles tab lists all Creator roles in the environment. Each row shows the role name and description.

Page Actions

Action Description
Add Role Opens a new page to create a new Creator role.

Role Actions

Click the actions menu on any row to access the available actions.

Action Description
View Opens a read-only view of the role's permission matrix. Available on all roles.
Edit Opens the role form to update its name, description, or permissions. Not available on built-in roles. A Delete Role button is available on the edit page for non-built-in roles.

Default Roles

Every environment includes the following roles by default:

Role Edit Action Available
Administrator No
contributor Yes
Viewer Yes
Environment:BASIC No

Administrator and Environment:BASIC are built-in roles. They cannot be edited or deleted.

Role Capabilities

Each default role grants a different level of access to the IDE and its administrative features.

Administrator: Full access to all resource types across the environment, plus administrative capabilities not available to other roles. Administrators can manage Creator accounts and roles, configure environment settings, access services and certificates, and use the refer string API to generate authentication tokens. Assign this role only to Creators who need to manage the environment, not just build in it.

Contributor: Create, edit, and delete access to resources in the workspaces where they belong. Contributors cannot access administration pages or environment-level configuration. Contributor is the standard role for active Creators building applications.

Viewer: Read-only access to workspace resources. Viewers cannot create, edit, or delete anything. Use this role for Creators who need to review or reference work without making changes.

Environment:BASIC: A restricted role with no resource permissions. Creators with this role can log in to the IDE but cannot view, create, edit, or delete applications, modules, services, styles, or any other resource type. Use this role to give a Creator login access without granting them access to any environment content.

Permission Matrix

Each Creator role defines permissions across a set of resource types. Permissions are granted per action. Selecting a higher-privilege action automatically selects its prerequisites.

Permission Area Description
Application Access to applications and modules.
Managed Assets Access to managed asset packages.
Document Templates Access to PDF document templates.
Data Collections Access to reference data collections.
Services Access to configured services.
Style Access to style sheets and CSS configurations.
Data Models Access to data model definitions.

Each permission area supports the following actions:

Action Prerequisites Description
View None Read-only access to the resource.
Update View Ability to edit existing resources.
Create View, Update Ability to create new resources.
Delete View, Update, Create Ability to delete resources.
Promote View Ability to promote resources between environments. Not available for all resource types.

Note: Promote is not available for Document Templates, Managed Assets, or Services.

Workspace Permissions

The Workspace Permissions tab is a reference for what each workspace permission level permits. Workspace permissions are additive to a Creator's environment role. Select any permission level to see a detailed breakdown of its capabilities.

Assigning a workspace permission level to a Creator is done in Creator (User) Administration.

Workspace Role Description
Can Manage Full access to all workspace content. Creators can view, create, edit, delete, and promote applications, workflows, modules, and data collections. They can also update workspace settings and manage services and data models.
Can Edit Creators can view, create, edit, and delete workspace content but cannot promote it. They can manage data models and view library elements shared with the workspace.
Can View Read-only access to workspace content. Creators cannot modify, promote, or delete anything in the workspace.
No Access No access to workspace content. Use No Access to restrict a Creator whose environment role otherwise grants access to all workspaces.

Changelog

Date Change
Initial publication.