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As of December 2021 we now use a custom Profile attribute to manage user permissions.

To grant a user access to the applications

  • From the Okta admin page, to to Directory → People

  • Find and click on the user

  • Click the Groups tab, then search for the group “UKRDC”

  • Click the UKRDC group, and it should be assigned to that user

Note

Adding a user to the UKRDC group will grant them access to log into the UKRDC web application, but without also granting resource permissions they won’t be able to access any data. See below.

To grant a user permissions to specific resources

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To grant a user permissions to specific resources

As in the previous section, most users have their UKRDC permissions set by role groups. To reconfigure permissions associated with role groups, see the link below

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Assign custom permissions to a user

Note

Warning: If the user is a member of a role group, that will override any custom permissions. Permissions are reset periodically to match the users role group.

  • From the Okta admin page, to to Directory → People

  • Find and click on the user

  • Click the Profile tab, then click Edit

  • At the bottom of the page, assign both UKRDC Permissions, and UKRDC Units

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Info

Any user with at least Read Records permissions will automatically be added to the UKRDC group, granting them access to log into the Live UKRDC web interface.

Modifying available permissions/units

Warning

This should only be used by developers when adding a new permission type to the API, e.g. managing access to an entirely new category of resource/data

  • From the Okta admin page, to to Directory → Profile Editor

  • Edit the User (default) profile template

  • Scroll down and edit (pencil icon) UKRDC Permissions or UKRDC Units

  • Add any extra items to Attribute Members

    • Note: The ‘value’ is what will get added to acces tokens. Display Name is just for the profile editor.

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