Delete?
To gain access to Unity Entity Management, an individual must:
- be assigned a Role, and
- be associated with an Access Group
Should an individual require higher permission levels, the User Type can be updated by an Administrator at any point in time.
Note: An individual may unintentionally be given a role with higher access to an entity than their User Type. However, the Role granted to an Individual Profile acts as a ceiling that prevents an individual from gaining access to an entity higher than their User Type.
| Role* | |
| Admin |
The highest level of permissions. Able to create, manage, and delete all individuals, entities, or groups when granted access. Upon initial setup, will receive access to an Admin User Group to ensure all Admins always have access to all the data in Unity Entity Management. |
| Office Admin | Can create, manage, and delete all individuals, entities, or groups when granted access––except within the Admin user group. Can not create or manage individuals in the Global group of Administrators. |
| User | Can create and manage entities when granted access. Can create new entity groups, but can only include entities they already have access to. Can not create new nor manage existing user groups and they can not remove entity groups. |
| Read Only | Can only view entities when granted access. |
| Summary Only | Have a limited view of Entities when granted access. |
* Roles can be applied down to an individual entity level. i.e. individual access can be limited on an entity-by-entity basis, however, they can not be applied to sections within an entity nor on an individual field basis.