User Roles
All objects that need governance must have an assigned stakeholder. When you describe the assets of an organization, you need to ensure that you assign the assets to responsible people in the organization. You can assign roles to an object stakeholder in Axon to reflect various aspects of responsibilities, such as ownership, stewardship, and subject matter expertise.
You can classify roles based on different role types. You can view dashboards and scorecards for an object based on these role types. From the Admin Panel, you can specify a role type for each role in a facet based on the expertise of the role. You cannot edit the role types.
You can assign different roles to an object stakeholder based on the expertise of user. Select the following role types:
- Authority Role
- An important stakeholder with no direct responsibility on the object. For example, a project owner, a person who approves funding from another department, or a data protection officer who is responsible for ensuring that they are compliant with GDPR.
- Knowledge Role
- A stakeholder who has expertise on the object. For example, a Subject Matter Expert can advise the owner and steward to ensure that the object information is accurate and complete.
- Ownership Role
- A stakeholder who is directly responsible for an object, but might not involve in daily activities for the object except for workflow approval. An owner is responsible to define and manage the workflow of an object.
- SMR Role
- The Senior Management Regime (SMR) role that is used for UK-based banking regulations.
- Stewardship Role
- A stakeholder who is responsible to manage the content daily, handle enquiries, and perform most of the workflow activities. A steward manages relationships across facets and coordinates with other stakeholders to ensure data quality.
An Admin profile user can assign stakeholder roles to users. A stakeholder with Edit permissions on an object can also assign stakeholder roles to other users for the object. You can view the stakeholders for an object from the Stakeholder tab of the object. You can also perform a Unison search based on the stakeholder roles.
A SuperAdmin profile user configures and manages roles at the facet level. Axon has two default roles per facet, an object Owner and object Steward. For each facet, you can configure role names and number of roles from the Admin Panel.
You can assign stakeholder roles to a user with any profile type. Most Axon users have the WebUser profile, and the role permissions determine which objects they can create or change. If an Admin user is also a stakeholder of an object, the permissions granted to the Admin user profile always overrides their assigned roles. For example, if a System SME role has only View permissions for a System object, users with that role cannot edit the System objects. However, an Admin user with the System SME role can create and edit System objects.
You can assign different permissions to each stakeholder role. Permission control how a user can interact with Axon objects. A stakeholder role can have the following permissions:
- •New. Create an object in a facet.
- •Edit. Edit an object if the user has a stakeholder role in the object.
- •View. View objects. It is recommended that all stakeholder roles have this permission because you can limit the users who can view the objects in Axon.
Any permission for a user lasts till the user has an assigned role on one or more objects. If the stakeholder role is removed from an object, the user does not have any permission on the object.
Configure Roles
Axon provides a number of default roles. You can configure new roles based on the needs of your organization. You can configure different roles for the stakeholders of an object.
You must have the Admin profile to view roles and responsibilities. You must have the Super Admin profile to edit roles and responsibilities.
1. From the Axon toolbar, click the Admin Panel menu item under your user name.
2. In the menu on the left, click Roles and Responsibilities under DG Operating Model.
3. Click Edit.
4. In the Roles and Responsibilities page, click the + icon to add a new role.
5. Configure the following properties:
Option | Description |
|---|
PrimaryName | Provide a name for the role. |
Description | Provide a description for the role. |
Default | Select the checkbox to make this a default role when you save an object. All objects need at least one default role. If you select this option, you must assign the Edit permission to the role. |
Module | From the list, select a module. In the object page, you can filter the grid by module to quickly find the role. |
Role Type | From the list, select a role type. The role type affects dashboards and scorecards. |
6. Click Save and Close.