Assign Roles to Users¶

The process for assigning roles depends on your authentication method.

Native Users¶

This procedure applies to native users managed in RCX.

To assign a role to a user:

1. Expand Settings in the left navigation pane.
2. Click Security Setup. The Security Setup view opens.
3. Find the role you want to assign to the user by typing the case-insensitive role name into the Search field. The Roles pane shows only those matching or including the search term.
4. Click the role name to assign. The Users pane lists the users assigned the selected role.
5. Click Add User. The User dialog box opens.
6. Select or type the username to receive this role.
7. Click OK. The user is granted the selected role.

OIDC-managed Users¶

Role assignment happens entirely in your identity provider (IdP) through group membership. ReactorCX simply mirrors those group names to its internal roles. You don't manually assign roles within RCX for OIDC users.

1. Create groups in your IdP (such as Okta) using names that match the role names in ReactorCX. If you intend to use existing groups, ensure the role names match the group names.
2. Assign users to the appropriate groups in your IdP.

When a user authenticates through the IdP, the provider returns an id_token or access_token containing a groups claim. RCX reads the groups claim and maps the user to roles with matching names. On first login, RCX provisions the user account with the appropriate role assignments.

The same process applies for divisions but with a prefix convention. Groups named with an agreed-upon prefix (such as RCX_DIVISION_) map to divisions (RCX_DIVISION_DivisionName).

See also:

• Create Users
• Roles, Users, and Permissions