Add Portworx Backup roles

Follow the procedures in this topic to add and manage roles through Portworx Backup web console.

note

Only the infrastructure administrator can add and manage roles, users and groups.

Create roles

You can add a role with default permissions or assign specific permissions to a role to access Portworx Backup resources. By default, Portworx Backup displays the following pre-created rules:

• px-backup-super.admin
• px-backup-infra.admin
• px-backup-app.admin
• px-backup-app.user

You can leverage these built-in roles or create your own based on your organizational requirements.

To create a role:

1. In the home page, traverse through left navigation pane. In the bottom bar, click User Profile and choose User Management.

2. In the User Management page, navigate to Roles tab and click Create Role.

3. In the Create Role window, enter the following information:

   • Name: enter the name of a role in lower case. Ensure the role name:

     • is unique, lower case, and not less than three alphanumeric characters

     • starts and ends with an alphanumeric character

     • cannot include blank space

     • includes a . or - to concatenate names

   • Description: enter a brief description about the role and available permissions to access Portworx Backup resources.

     

   • Choose either Full Access or View Only for the following Portworx Backup resources to assign the required level of access to the role you create:

     • Cloud accounts
     • Backup locations
     • Schedule policies
     • Rules
     • User roles

4. Click Create.

Portworx Backup displays the newly created role in the Roles tab in the order of creation.

Filter roles and mapped roles

Portworx Backup enables you to filter the existing roles and mapped roles in the Roles page.

To filter roles and mapped roles in the Roles tab:

1. In the home page, traverse through left navigation pane. In the bottom bar, click User Profile and choose User Management.

2. In the User Management page, navigate to Roles tab.

3. In the Filter... search box, enter any character in a role or mapped role.

   

4. Press Enter or click anywhere outside the Filter… search box.

   The matching roles and mapped roles with the text you entered appear in the Roles tab of User Management.

5. To go back to the default Roles tab, click the x icon in the Filter… search box.

   note

   The Filter… search box in the Roles tab of User Management page is case-sensitive.

View role details

You can view the role name, description, and the permissions granted to any existing role.

To view role details:

1. In the Roles tab of User Management, select the vertical ellipsis (at the end of the row) for the role you want to view the details.

2. Select Show Details.

   

   The Role Details window displays role information.

   

Duplicate roles

Portworx Backup allows you to duplicate an existing role. Duplicating roles saves you time when creating multiple roles with similar permissions.

note

You cannot edit role permissions when duplicating a role.

To duplicate an existing role:

1. In the User Management > Roles tab, select the vertical ellipsis on the role you want to duplicate.

2. Select Duplicate.

   The Duplicate Role window appears.

   

3. (Optional) Enter a new role name and role description if required.

4. Click Duplicate.

   note

   If you do not change the role name, then Portworx Backup creates a duplicate role with this name: duplicate-of-*duplicate-role-name*.