Assigning Users to Administration Roles

If you can connect to the Coveo server or if you are a member of the System Administrators, you can assign users or groups to at least one of the available administration roles (see About Administration Roles). These users or groups can then securely access the Administration Tool and Interface Editor features specifically associated with their administration role membership.

To assign users to administration roles

1. On the Coveo server, access the Administration Tool (see Opening the Administration Tool).

2. Select Configuration > Security.

3. In the navigation panel that appears on the left, click Roles.

4. In the panel on the right, click Add to assign an administration role.

   Note: You can also click an existing name to modify its administration roles, or click the delete icon () next to the name to completely delete the assigned administration role.

   

5. In the Assign Administration Roles page:

   

   1. Using the Security Provider, Type, and Name parameters, specify the user or group that you want to assign to an administration role (see Using the Identity Picker Form).

      Note: For Active Directory security providers, enter the Name in the domain\user or domain\group form.

   2. In the Roles panel, select the role to which you want to assign the user or group (see About Administration Roles).

      • When you select System Administrator, in the Permissions box that appears on the right, under Index Browser, select Full Access or Limited Access.

        Note: CES 7.0.7104– (October 2014) When you select System Administrator, in the Index Browser Roles Types box that appears, select Full Access or Limited Access.

      • When you select Partial Permissions, you can select one or more of the following roles:

        • Relevancy Analysts

        • Usage Analysts

        • When you select Index Administrators, in the Collections box that appears on the right, you can also select Full Control or limited control for All Collections or for a Subset of collections. When you select collections containing more than one source, in the Sources box that appears, you can also select limited control for All Sources or for a Subset of the sources from the selected collections.

      • When you select Index Browser, in the Permissions box that appears, under Index Browser, select Full Access or Limited Access.

        Note: CES 7.0.7104– (October 2014) When you select Index Browser, in the Index Browser Roles Types box that appears, select Full Access or Limited Access.

      • Search Interface Designer

   3. Click Save when creating a new set, or Apply changes when modifying an existing set.