Role Management¶

If you need to set different Guance access permissions for employees in your company to achieve permission isolation between different employees, you can use the role management feature of Guance. Role Management provides users with an intuitive permission management entry point, supporting free adjustment of the permission scope for different roles, creating new roles for users, assigning permission scopes to roles, and meeting the permission needs of different users.

Roles¶

Default Roles¶

If different teams within a company need to view and operate different Guance feature modules and require distinguishing between different role permissions, members can be invited to join the current workspace and their role permissions can be set to control the Guance feature modules they can access and operate.

Guance provides four default member roles by default, and these default roles have been renamed as follows:

Note: Default roles cannot be deleted nor does their permission scope support changes.

Permission Description¶

The permission scope of different default roles can be referenced in the Permission List document.

Custom Roles¶

In addition to the default roles, Guance supports creating new roles in Role Management and assigning permission scopes to meet the permission needs of different users.

To create a new role, navigate to Management > Role Management in the Guance workspace.

For more information on the permission scope of custom roles, refer to the Permission List.

Note: Only Owner and Administrator can create custom roles.

Modify/Delete/Clone Role¶

You can perform the following actions on custom roles:

• Click the Edit button to adjust the role's permissions;

• Click , if the role is not associated with any member accounts, it can be deleted;

• Click to clone an existing role to create a new role;

  • Based on the permissions of an existing role, cloning reduces operational steps, quickly adding or removing permissions and creating a role.

Role Details Page¶

Clicking on any custom role allows you to view detailed information about that role, including the role name, creation/update time, creator/updater, description, and role permissions. You can click the Edit button on the right side of the role to modify its permissions.

Permission Change Review¶

When setting role permissions for workspace members, if the granted role permissions include the "Token View" permission, a verification message will be sent to the Guance Billing Center to initiate the permission change review process:

• If the Billing Center accepts the verification, the permission change succeeds;
• If the Billing Center rejects the verification, the permission change fails, and the original role permissions remain unchanged;
• If the Billing Center does not review for a long time, the member's role can be modified to another role, and upon successful modification, the original permission change review application becomes invalid.

For more permission details, refer to the Permission List.

Example of Promoting to Administrator in Commercial Plan¶

In the Guance workspace Management > Member Management, select the member who needs to be promoted to Administrator, click the Edit button on the right side, choose Administrator in the pop-up dialog box under Role, and click Confirm.

Note: Guance only supports Owner and Administrator roles granting Administrator permissions to current workspace members, and only the Owner role can approve Administrator permissions in the Billing Center.

• If you are the Administrator role of the current workspace, when promoting a member, you need to notify the Guance Billing Center administrator to log in to the Billing Center to perform the operation;
• If you are the Owner role of the current workspace, you can directly click Go to Billing Center for Review to perform the operation without logging into the Guance Billing Center.

In the message center of the Guance Billing Center, click Accept:

In the Operation Confirmation dialog box, click Confirm:

You can see that the promotion request has been accepted:

Returning to the Guance workspace member management, you can see that the workspace member has become an Administrator:

Guance supports viewing all members in the member management list who have not passed the Administrator role review. Clicking the icon to the right of the member's role opens a prompt dialog where you can click Billing Center to perform the review operation.

Note: Only the Owner role can approve Administrator permissions for the current workspace members.

Permission List¶

Guance supports setting permissions for custom roles within the workspace to meet the permission needs of different users.

For more details, refer to the Permission List documentation.

Note: Permissions currently apply only to functional operations within the workspace.