Operational Roles

The operational roles feature enables you to allocate profiles to specific sets of users in On Key, without affecting all users or having to log in as a user.

Operational roles govern what profiles users will default to, what profiles they can use and what they can see in On Key.

A user can have multiple operational roles. For example, a user can be an engineer as well as a supervisor. When the operational roles are assigned to that specific user, the profiles and data resources configured on the operational roles will be available on the user.

A user will always have one active operational role, which governs their default profile. However, the user will still be able to see profiles linked to their other operational roles. A user can also switch to another operational role and set that operational role as their active operational role.

Configuring Operational Roles

The process for configuring operational roles is as follows:

1. Create custom views of any screen in On Key and save them as profiles. Profiles are managed from the profile picker in the sidebar.
2. Create operational roles.
3. Link the relevant profiles to the applicable operational role. Profiles that have been customised are linked from the Customization Name lookup. System profiles which have not been modified are linked from the Profile lookup.
4. The data resources associated with each profile will autopopulate the Data Resources tab on saving the profiles.