Assign groups to roles

Now we must correctly assign the membership groups to roles.

There are three distinct access levels across the organization: Data Admins, Analysts, and Visual Consumers.
There are three teams: Marketing, Sales, and Operations.

The following steps demonstrate how to create the necessary user groups in ArcViz. Note that depending on your architecture, this definition may happen at the LDAP layer, with groups visible to Data Visualization.

On the main navigation bar, click the Gear icon, and select Manage Roles.
In the Roles interface, click either the name of the role, Marketing Data Admin, or the Edit icon on its role.
In the Role Detail interface, select the Members tab.
In Groups section, click Edit Group(s).

The Role Assignment modal window appears.
Select the groups Data_Admins and Marketing.
Click Add.
Click Apply.

The Groups list now contains Data_Admins and Marketing.
Select the Require all groups option.
Click Save.

A confirmation message appears briefly.

Repeat the previous steps to assign groups to the rest of the roles, according to the following information. Remember that you must use the Require all groups option.

Table 1. Roles and their group assignments
Role Name	Assigned groups
Marketing Data Admin	Data_Admins Marketing
Marketing Analyst	Analysts Marketing
Marketing Visual Consumer	Visual_Consumers Marketing
Sales Data Admin	Data_Admins Sales
Sales Analyst	Analysts Sales
Sales Visual Consumer	Visual_Consumers Sales
Operations Data Admin	Data_Admins Operations
Operations Analyst	Analysts Operations
Operations Visual Consumer	Visual_Consumers Operations

After completing these steps, the list of roles shows that the number of groups for each role is now 2 (two):

Assign groups to roles

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