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User Concepts

In OCX, an account that logs into the portal to perform operations is referred to as a User. Each User is assigned a Role/Permission. The operations available within the portal vary depending on the assigned Role.

User Roles and Permissions

RolePermissions
adminCan create (purchase), modify, and delete resources. Can also change User permissions (Roles).
userCan create (purchase), modify, and delete resources.
viewerCan only view created (purchased) resources. Cannot create, modify, or delete resources.

Changing User Roles

This section explains how to change a User's Role within the OCX Portal.

Preparation

  1. An OCX Portal account must already be configured.
  2. Your own User Role must be admin.

Procedure for Changing a User Role

  1. Log in to the OCX Portal.
  2. From the left navigation bar, click [Settings] > [Users].
  3. On the Users list page, click the Edit icon in the Actions column on the right side.
  4. Select the new Role from admin, user, or viewer, and click [Next].
  5. You will proceed to the Preview screen. Review the changes and click [Submit].
  6. The Users list page will be displayed. Confirm that the Role change has been reflected for the target user.

This completes the procedure for changing a User Role.