Latest revision as of 10:15, 24 July 2025

List of App Roles

cg-user = CG User
cg-settings-admin = CG Settings Admin
cg-user-admin = CG User Admin
cg-billing = CG Billing
chief-executive = Chief Executive
finance-director = Finance Director
technology-director = Technology Director
operations-director = Operations Director
marketing-director = Marketing Director
sales-director = Sales Director
b2b-sales-lead = B2B Sales Lead
b2c-sales-lead = B2C Sales Lead
customer-success-lead = Customer Success Lead
customer-support-lead = Customer Support Lead
analytics-director = Analytics Director
compliance-manager = Compliance Manager
hr-director = HR Director
product-director = Product Director
research-director = Research Director
field-operations-lead = Field Operations Lead
data-manager = Data Manager
data-editor = Data Editor
data-viewer = Data Viewer
data-exporter = Data Exporter
survey-builder = Survey Builder
report-builder = Report Builder
dashboard-editor = Dashboard Editor
dashboard-viewer = Dashboard Viewer
process-runner = Process Runner
process-manager = Process Manager
agent-1 = Agent Type 1
agent-2 = Agent Type 2
agent-3 = Agent Type 3
supervisor-1 = Supervisor Type 1
supervisor-2 = Supervisor Type 2
supervisor-3 = Supervisor Type 3
qa-reviewer = QA Reviewer
campaign-operator = Campaign Operator
outreach-editor = Outreach Editor
content-author = Content Author
content-editor = Content Editor
content-viewer = Content Viewer
user-observer = User Observer
schedule-coordinator = Schedule Coordinator
location-manager = Location Manager
task-assignee = Task Assignee
collaborator = Collaborator
report-viewer-1 = Generic reporting access 1
report-viewer-2 = Generic reporting access 2
report-viewer-3 = Generic reporting access 3
report-viewer-4 = Generic reporting access 4
report-viewer-5 = Generic reporting access 5
report-viewer-6 = Generic reporting access 6
report-viewer-7 = Generic reporting access 7
report-viewer-8 = Generic reporting access 8
report-viewer-9 = Generic reporting access 9

@@ Line 1: / Line 1: @@
 [[Category:Guides]]
-Documentation for Catglobe site admins:
+= List of App Roles =
-= Setting up Sso =
-== Prerequisites ==
-You need to contact Catglobe support to enable your site for Entra login.
-== Configuration steps ==
-==== AppProducts ====
-. Setup AppProducts in your Catglobe site.
-. Add Roles in your AppProduct
-. Add group membership for each role
-==== Tenants ====
-. Choose which external roles from the App Roles lists (See "List of App Roles") should be given to your client.
-E.g. one of your products requires some kind of agent. So you tell them:
-Please map "Agent type 1" to the group of people you want to do "&lt;agent like role&gt;".
-. Send your client instructions about the login page and the list of roles they need to configure groups for.
-. Once the Admin has logged in once and registered the Tenant, you can find the Tenant in the list of Tenants under their email domain name.
-. Edit the Tenant to map the App roles to the desired list of AppProduct roles
-. Their users can now click the 'Login with Microsoft' button on the login page and will get the roles they have assigned to them.
-= Configure your Entra to login to Catglobe =
-Congratulations, instead of having to deal with usernames and password on your Catglobe based application you can now use Microsoft Entra login to access.
-== Information you need ==
-Your Catglobe contact should have given you:
-. The url to the Catglobe powered application.
-. A list of roles you need to give to your users
-==== Configuration steps ====
-. Open the Url and click "Login with Microsoft".
-. You should see a page informing you that your Tenant is new. Complete the registration process by clicking "Register".
-. If it says your tenant is already pending approval, someone else already did step 2.
-. The Catglobe application now appears in your list of Enterprise applications in your tenant configuration.
-. Add groups as you desire and assign them a Catglobe App role as instructed.
-. Add users to your groups.
-. Your users can now click the 'Login with Microsoft' button on the login page and will get the roles you have assigned to them.
-== List of App Roles ==
 * cg-user = CG User