User Roles Guide

This article shares details on how to work with user roles data.

Complexity

Intermediate

EMS Compatible

Yes

iMIS 2017 Compatible

Yes

Actions

Insert, Insert w/ Matching Help, Update, Insert / Update

Mapping

Review the following required and optional field mappings.

  • Required
    • iMIS ID - The ID of the user who having their user roles changed. Use the Contact Details Source to match on the iMIS ID.
  • Optional
    • A role that maps to a TRUE value will get added to the user while a role that maps to a FALSE value will get removed from the user. Any roles that do not get mapped will not be affected.
    • CompanyAdministrator - Gives the record company administrator access.
    • Content Administrator - Gives the record content administrator access.
    • Custom Role - A user-defined role for specific access.
    • Everyone - A default role that applies to all records.
    • iEmail_ContactSearch - A role which gives access to contact search in iEmail.
    • Journal Access - Gives the record journal access.
    • Membership Management - Allows the user to manage membership data.
    • New Custom Role Test - A role to test new custom roles.
    • OnBehalfOf - Allows the record to impersonate other records.
    • RemoteService - Gives access to remote services.
    • Technical Service Management - Gives access to managing technical services.

The User Roles source will list out all available roles for the connected iMIS instance – roles and their descriptions can be found in iMIS under Community > Security > Roles.

Sample spreadsheet for updating user roles

The following is a sample spreadsheet for updating user roles:

Sample mapping for user roles

The following is a sample mapping for user roles: