Configure roles and privileges

The features and functions available in ArcGIS Enterprise depend on the user type, role, and privileges assigned to your account. A user type determines what default roles can be assigned to a member. Roles are comprised of privileges. For more information, see User types, roles, and privileges.

ArcGIS Enterprise administrators can allow people to create and manage content in ArcGIS Enterprise using the following roles: Administrator, Core team member, and Site manager (custom role).

Note:

All roles to create and manage content with Enterprise require the Creator user type.

Sites administrator

A sites administrator is simply the default Administrator role that is part of any ArcGIS Enterprise organization, or a custom role with the privileges outlined in the “Quick Actions” section. A sites administrator has full administrative access to the ArcGIS Enterprise Portal used by staff to create and manage content with Enterprise Sites. Privileges include the ability to invite new members, assign member roles, create all types of content, including sites, core teams, and apps, and delete accounts and content.

Quick actions

The default role of Administrator is assigned to someone during installation of the ArcGIS Enterprise portal. This portal administrator can assign the default Administrator role to additional members or they can create a custom role based on the Publisher role with select administrative privileges, such as view all members, invite new users, create categories, change member roles, and manage security access for configuring enterprise logins. For more information on administrative privileges, see Administrator under Default roles.

Site manager

To create sites and manage core teams, a person needs a custom role with some administrative privileges. With this custom role, a member can create a site and its core team (an update group). They can also automatically add new members without needing to send them an invitation.

Quick actions

Ensure that the person is added to the team Publisher role and add the administrative privileges to Create groups with update capabilities and Assign members.

Core team member

A core team member is someone who has been added to a core team. Core team members can edit content shared with the core team group by other members, but they can only add and remove their own content from this group.

Quick actions

Assign a default Publisher role to an internal staff account if that person is to be added to a core team. See How teams work for more information on adding people to a core team.

Assign roles and create custom roles

ArcGIS Enterprise administrators can configure roles and privileges for members of the ArcGIS Enterprise. Members who have a custom Administrator role that includes these privileges View all (Members), Change roles (Members), and Member roles (Organization Settings) can also assign roles and privileges. This includes assigning privileges to custom roles. Learn how toconfigure member roles.

Assign a default or custom role

To assign a default role or configure a custom role for a member of the ArcGIS Enterprise, ensure that you have the appropriate administrative privileges for the correct organization.

To assign a default role, follow the steps under Change member roles.

To configure a custom role, follow the steps underConfigure member roles.

  1. Provide a name and description for the role.

    A sample role name and description may be Site manager with the description this role can create and edit sites and core teams.

  2. Provide a name and description. A sample role name may be: Initiative manager with the description: This role can create and edit sites/initiatives.
  3. Once you've created this custom role, you can assign it to people in your organization.

    Note:
    If you don't see the person to add, they may not be a member of the organization yet. Follow the steps provided in Add members to your portal to add the person to the ArcGIS Enterprise organization.