Roles

This guide explains how roles control access across the Coherent platform.

Roles can be assigned directly to a user or through a team. Use User Permissions for user-level access and Team Permissions for shared team access.

Roles and menu access

The left-hand menu shows only the sections a user has permission to access. The required role for each menu item is:

Menu item	Required role
Dashboard	User
Groups	User
Workbooks	User
Authors	User
Scan & Catalog	User
Control	User
Suggestions	Suggestion Admin
Templates	Template Admin
Permissions	Tenant Admin
Orchestration	Tenant Admin for the Coherent Admin tenant only
Activity	Estate Analysis
Forms	Estate Analysis

Every user needs at least the User role to access the platform. If no roles are assigned, the user will see a No Access screen when they sign in and will not be able to reach the Dashboard.

No Access screen

If you see this screen, contact your tenant administrator to request the appropriate roles.