Organizations can use, create, and share a wide range of geographic content, including maps, scenes, apps, layers, and analytics. The ability of individual organization members to access and work with content in different ways depends on the privileges they have in the organization. Privileges are assigned to members through roles.
Roles
A role defines the set of privileges assigned to a member. Privileges are assigned to members through a default role or a custom role. Members are assigned a role when they are added to the organization.
Note:
Once the member joins, their role can be changed by administrators and those with privileges to change member roles. Changing roles to or from administrator can be done only by administrators.
Default roles
ArcGIS Enterprise defines a set of privileges for the following four default roles:
- Viewer—View items such as maps, apps, scenes, and layers that have been shared with the public, the organization, or a group to which the member belongs. Join groups owned by the organization. Drag CSV, text, or GPX files into Map Viewer to geocode addresses or place names. Get directions in Map Viewer and apps.
Members assigned the Viewer role cannot create, own, or share content, or perform analysis.
- User—Viewer privileges plus the ability to see a customized view of the site, use the organization's maps, apps, layers, and tools, and join groups that allow members to update all items in the group. Members assigned the User role can also create maps and apps, edit features, add items to the portal, share content, and create groups.
- Publisher—User privileges plus the ability to publish hosted web layers and perform feature and raster analysis.
- Administrator—Publisher privileges plus privileges to manage the organization and other users.
An organization must have at least one administrator, though two is recommended. There is no limit to the number of members who can be assigned to the Administrator role within an organization; however, for security reasons, you should only assign this role to those who require the additional privileges associated with it.
The following table shows the privileges defined for each of the default roles.
Privilege | Default role | |||
---|---|---|---|---|
Viewer | User | Publisher | Administrator | |
Use maps, apps, and scenes | ||||
Use geosearch (search for places and addresses) | ||||
Use elevation analysis (used by some of the analysis tools in Map Viewer) | ||||
Use routing and get directions (the portal must be configured for network analysis) | ||||
Geocode addresses and place names | ||||
Join groups that do not have the item update capability enabled | ||||
Join groups that do have item update capability | ||||
Create groups | ||||
Create content | ||||
Share portal items | ||||
Edit features | ||||
Use GeoAnalytics Tools (the portal must be configured for GeoAnalytics) | ||||
Use raster analysis tools (the portal must be configured for raster analysis) | ||||
Publish hosted web layers | ||||
Publish server-based layers | ||||
Publish web tools | ||||
Manage organization resources | ||||
Configure website | ||||
Set up enterprise logins | ||||
Create custom roles | ||||
Change member role to or from administrator | ||||
Remove other members of the default administrator role from the organization | ||||
Share content with public when organization does not allow members to share outside the organization | ||||
Create and own groups that allow members to update all items in the group | ||||
Make ArcGIS Marketplace content available (subscription and premium content access requires an ArcGIS Online organizational account) |
Note:
Most of the privileges listed above can also be assigned as part of a custom role; however, some administrative privileges are not available for custom roles as they are reserved for default administrators.
Note:
When you federate a server with your portal, the portal's security store controls all access to the server. This provides a convenient sign in experience but also impacts how you access and administer the federated server. For example, when you federate, any users, roles, and permissions that you previously configured on ArcGIS Server services are no longer valid. Access to services is instead determined by portal members, roles, and sharing permissions. Review the information in Administer a federated server to learn more about how federating will impact your existing site.
Custom roles
Organizations may want to refine the default roles into a more fine-grained set of privileges by creating custom roles. For example, your organization may want to assign some members the same privileges as a default User but without allowing them to edit feature data. This could be achieved by creating a custom role based on the default User role, turning off the editing privileges, and calling the custom role User without Editing or something similar.
Only default administrators—that is, those who have been assigned the Administrator role—can create, configure, and assign custom roles. Default administrators configure custom roles based on any combination of available general and administrative privileges.
Privileges
Privileges allow organization members to perform different tasks and workflows in an organization. For example, some members have privileges to create and publish content, while others have privileges to view content but cannot create their own.
General privileges
Members who perform specific tasks within the organization—create maps or edit features, for example—can be assigned the general privileges they need to work and share with groups, content, and features.
General privileges | |
---|---|
Members | View When checked, the View privilege allows members of the role to view the Organization page. If unchecked, members cannot see this page. |
Groups | Create, update, and delete |
Join organizational groups | |
View groups shared with portal | |
Content | Create, update, and delete |
Publish hosted feature layers | |
Publish hosted tile layers | |
Publish hosted scene layers | |
Publish server-based layers | |
View content shared with portal | |
Sharing | Share with groups |
Share with portal | |
Share with public | |
Make groups visible to portal | |
Make groups visible to public | |
Content and Analysis | Geocoding: Use ArcGIS World Geocoding Service from ArcGIS Online to convert addresses or places to map points (geocoding) such as when publishing a Microsoft Excel file of addresses as a hosted feature layer or adding a CSV file of addresses to a map (does not apply to your own locators configured for the organization) |
Network Analysis: Perform network analysis tasks such as create drive-time areas | |
Standard Feature Analysis : Perform spatial analysis tasks such as create buffers | |
GeoEnrichment: Use the GeoEnrichment service to access demographic information. | |
Elevation Analysis: Perform elevation and hydrology analysis tasks on elevation data | |
GeoAnalytics Feature Analysis: Use GeoAnalytics Tools. | |
Raster Analysis: Use raster analysis tools. | |
Features | Edit: Edit features based on permissions set on the layer |
Edit with full control: No matter what level of editing is enabled on hosted feature layers, members of roles with this privilege can add, update, and delete features |
Administrative privileges
The privileges listed below allow custom roles to assist the default administrators with managing members, groups, and content in the organization. These custom administrative roles do not include the full set of privileges reserved for default administrators—that is, those assigned the Administrator role.
Administrative privileges | |
---|---|
Members | View all: View all member account information |
Update: Update member account information, including resetting passwords | |
Delete: Remove member accounts from the portal organization | |
Add: Add member accounts to the portal organization | |
Disable: Make member accounts inactive | |
Change roles: Change the role assigned to portal members Note:Only members of the default administrator role can add members to or remove members from the default Administrator role. | |
Manage licenses: Manage licenses for portal members | |
Groups | View all: View groups owned by portal members |
Update: Update groups owned by portal members | |
Delete: Delete groups owned by portal members | |
Reassign ownership: Reassign ownership of groups | |
Assign members: Add members to groups | |
Link to enterprise group: Link groups to enterprise groups | |
Create with update capabilities: Create a group that allows all members of the group to update all items shared to the group regardless of item ownership or editor settings. | |
Content | View all: View content owned by members |
Update: Update content owned by members | |
Delete: Delete content owned by members | |
Reassign ownership: Reassign ownership of content | |
Manage categories: Configure content categories for the organization | |
Publish web tools: Publish web tools created in ArcGIS Pro to a federated server. See What is a web tool? in the ArcGIS Pro help for more information on web tools. |
Privileges reserved for default administrators
Certain administrative privileges are reserved for default administrators and are not available for custom roles. For example, only default administrators can configure the website and remove other administrators from the organization. The following is a list of privileges reserved for default administrators:
- Configure website
- Configure custom roles
- Set up enterprise logins
- Change member role to or from administrator
- Remove other administrators from the organization
- Share content with the public when the organization does not allow members to share outside the organization
Privileges for common workflows
Some workflows require a combination of privileges. If you cannot perform a function that you think your role should allow you to perform, verify that your administrator has enabled the full set of privileges required for the function.
Workflow | Required privileges |
---|---|
Use the standard feature analysis tools |
Note:Some tools require additional privileges to use GeoEnrichment, elevation analysis, or network analysis. See Perform analysis for requirements per tool. |
Use GeoAnalytics Tools |
|
Use raster analysis tools |
|
Publish hosted feature and WFS layers |
|
Publish hosted tile layers |
|
Publish hosted scene layers |
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Publish apps from Map Viewer or group page |
|
Embed maps or groups |
|
Manage content owned by members |
|
Manage groups owned by members |
|
Manage member profiles |
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Add, update, and delete features on editable hosted feature layers even if the hosted feature layer is only configured to Only update feature attributes or Only add new features |
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