Managing Roles

Roles are used to manage what users can or cannot do on a PRINERGY Access system.

Roles are managed under the PRINERGY Portal Administration tab.

There are two types of Roles:

• POD Roles (PRINERGY Portal Roles)

• PA Access (PRINERGY Access Roles)

POD Roles permissions are primarily applicable to PRINERGY Portal Analytics Services, but are also used to to allow Users to act as Administrators and create Customers and Users, and to create and assign Roles. The minimum permissions that a PRINERGY Access User must have under POD Roles is the PRINERGY Access: View permission.

PA Roles specifically enabling permissions for PRINERGY Access File and Job management, Downloads, Smart Review and Approvals.

You can define as many roles as required to support your workflows.

To create or edit a POD Role:

1. Go to the Administration tab in PRINERGY Portal

2. Select POD Roles
3. Click the Add button to create a new Role or select a Role name and double-click on it or press the ellipse icon to edit an existing Role.

4. In the Create/Edit Role panel that appears select the permissions suitable to the Role.
   
   

   Category	Item	Available Permissions
   Access to Administration	Customer  Users  Roles  Preferences	View / Edit Edit Edit View / Edit
   Resources	Info Sheet Templates Press Substrates Plates / Cylinders Inks / Coatings Print Conditions Nominal Jobs Preflight Profiles Device Profiles Color Libraries Info Sheet Templates Workflow Pipeline	View / Edit View / Edit View / Edit View / Edit View / Edit View / Edit View / Edit View / Edit View / Edit View / Edit View / Edit View / Edit
   Services	Archive Monitor Archive Storage Monitor Archive Activity Ink & Plate Analytics Ink Usage (Loose Page) Ink Usage (Imposition) Plate Usage PRINERGY Analytics Archive Activity JTP PDF Activity Separations InSite Active Jobs Job Activity User Activity Template Usage History Server Metrics Digital Press Analytics Shift Planner Press Tracking Digital Press Support PRINERGY Access Managed Services	View View View View / Edit View View View View View View View View View View View View View View View View View View View View

   
   

   
   

   
   

   
   

To create or edit a PA Role:

1. Go to the PRINERGY Portal Administration tab

2. Select PA Roles
3. Click the symbol to add a create a new Role, or select an existing role to Edit it
4. In the Properties panel on the right, enter a Role Name or edit the existing name

5. Select from the available options to define permissions for the Role
   
   

   User Rights Category	Available Permissions
   File Management	Delete Files Upload  Upload Processing
   Approval Workflow	Annotate Give Final Approval
   Jobs	View Jobs Edit Jobs View Preflight Data in Smart Review View Job Info Sheet Submit to Workflow Submit to Cloud Connector
   Smart Review	Use Compare Feature
   Downloads	Download Hi Res

   
   

6. Click the Save button