Creating a Role
Overview
OverviewIn Flosum Global Settings, a Role specifies what permissions are granted. Roles are granular, allowing you to set permissions individually for each Salesforce organization. This article explains how to create a Role and add permissions. For details on each permission, see the following article.
For more information on how Flosum roles, groups, and users function, see the following article.
SystemAdministrator Role
The SystemAdministrator role is a system-defined role with super-admin privileges. This role grants users full access to the Global Settings app and to any other licensed Flosum apps, such as Backup & Archive, DevOps, and Data Migrator. This is the only role that can add and remove organizations as well as update organization tokens.
Creating a Role
This guide demonstrates how to set up a Role with full access to Backup & Archive, DevOps, and Data Migrator for the Dev1 organization, providing a comprehensive example of all available permissions. However, a Role can be created with any combination of apps, organizations, and permissions.
Access Global Settings
From any Flosum Cloud App, click the App Switcher icon at the top of the left sidebar menu.
Click Global Settings.
The Global Settings app will open in a new tab.
Global Settings can also be accessed by directly logging in using your region's Global Settings URL. See the following article for login instructions.
Configure Backup & Archive Role
To add any permissions for the Backup & Archive app, follow the instructions below.
Click the Backup & Archive tab.
Select the License to use for this role.
In the Manage organization permissions section, click Add Organizations.
Select the box next to the Organization for which you wish to assign permissions for this role.
Click Add.
Select any of the permission boxes you wish to add to each organization. Refer to the Backup & Archive Permissions article for detailed information on the permissions each allows.
Configure DevOps Role
To add any permissions for the DevOps app, follow the instructions below.
Click the DevOps tab.
Select the License to use for this role.
Select the Common permissions for Pipelines and Pull requests. Refer to the DevOps Permissionsarticle for detailed information on the permissions each option allows.
In the Manage organization permissions section, click Add Organizations.
Select the box next to the Organization for which you wish to assign permissions for this role.
Click Add.
Select any of the permission boxes you wish to add to each organization. Refer to the DevOps Permissions article for detailed information on the permissions each allows.
If the Read access license is selected, you will not be able to select any permissions for an organization.
Configure Data Migrator Role
To add any permissions for the Data Migrator app, follow the instructions below.
Click the Data Migrator tab.
Select the License to use for this role.
In the Manage organization permissions section, click Add Organizations.
Select the box next to the Organization for which you wish to assign permissions for this role.
Click Add.
Select any of the permission boxes you wish to add to each organization. Refer to the Data Migrator Permissions article for detailed information on the permissions each allows.
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