User Roles

Find user roles control the access that a particular user has to the Find user interface. Each role provides access to a particular set of Find features, and you assign your users to one or more roles that they need to access the features that you want them to use.

Users and roles are stored in the Community component. Find requires three roles in Community:

  • FindUser. The search end-user role.

  • FindAdmin. This role controls access to the Settings page. OpenText does not recommend that you grant the FindAdmin role to end users who do not have system administrator responsibilities.

  • FindBI. Users with the FindBI role have access to BIFHI features in Find (Sunburst charts, topic maps, comparisons, saved searches, and so on).

NOTE: Users must belong to the FindUser role to log in to the application; users with only the FindAdmin or FindBI roles cannot log in.

Create Roles

Find does not automatically create the roles in Community. You, or your Knowledge Discovery system administrator, must create these roles.

The following procedure describes how to create the roles directly in Community.

To create roles

  1. In your web browser, go to http://CommunityHost:CommunityPort/action=admin (where CommunityHost is the IP address or name of the machine on which Community is installed, and CommunityPort is the port that you have installed Community on).

    The Knowledge Discovery Admin interface for Community opens.

  2. Click Control > Roles.

  3. Click Add Role to create the roles.

TIP: You can also use this page to assign users to the roles, by selecting a role and clicking Add User.

To manage the users in your system, click Control > Users.