Instance Administrator Roles and License Types
By default, there are 10 role types that can be chosen for a user. Administrators may choose to delete or even add to these roles. The license type is automatically set based on the role chosen.
If a user is assigned a role that results in a greater license type than what they had before, then the license type will be updated to the role's license type. If a user is not assigned to a role or a License Group, their license type defaults to Viewer.
If a user has a role with a resulting Collaborate or Viewer license type, they would need to be assigned to a Group with an Author Project Role in order to access Blueprint and the Administration Portal.
The following are the different roles, their description, and resulting license type:
Resulting License Type
Default Instance Administrator
User has all instance privileges for managing the instance, all projects and access to all project data
Log Gathering and License Reporting
Download all instance logs, generate and download the License Report
Email, Active Directory, SAML Settings
Setup and manage email, active directory, and federated authentication settings, as well as manage the default print template
Manage Administrator Roles
Manage all Instance and Project Administrator roles
Provision new users and groups as well as manage existing users and groups
Create new projects, modify existing projects, but cannot delete any project
Administer ALL Projects
Create new projects, manage existing projects & full project admin privileges to all projects
Assign Instance Administrator
Create and manage list of users, allowed to assign Instance Administrator roles to users
Can access all projects from the Data Reporting
Instance Standards Manager
Can manage standard properties and artifact types