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

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