System Roles & User Interface

To simplify the user interface, you can define system roles. For each system role, you specify which user interface elements (menu items, navigation workspaces, etc.) are available. As an administrator, you can assign each user a highest attainable system role. The user can select their preferred level from any level that is equal to or below the highest system role.

Many users do not need all the features that Allegra offers. To reduce the complexity of the user interface, assign users a system role with reduced functionality.

Switch to the “Administration” perspective. In the main menu, select Customize > System Roles.

You will see a matrix with system roles and associated menu items and views. With the checkboxes, you can disable or enable a user interface element. There are some predefined system roles as described below. These cannot be changed.

Custom system roles override the permissions of a full user. So, if a custom system role is removed, the settings of the “Full User” role are adopted.

You assign the highest attainable system role in the user management section of the application (see Managing Regular Users).

Name	Description
Guest User	Reduced functionality; can only create items and read their own items. No reports, workspace-specific dashboards, no access to workflows.
Full User	Complete functionality except server configuration and administrative functions.
System Manager	Complete functionality except server configuration.
System Administrator	Complete functionality.