Roles defined in Upland Analytics are dynamically synchronized with Security Profiles in PSA to ensure that profile permissions remain aligned with the most current Upland Analytics Role configurations. This synchronization eliminates the need for manual updates whenever Roles are added, renamed, or deleted, helping administrators maintain consistent and accurate access control.
Synchronization occurs automatically:
- When a user logs in Upland Analytics through the UA menu button (
). - When the Synchronize Integration Automation Service runs.
How It Works
During synchronization, PSA calls the UA API for ACL Roles and processes the results as follows:
- Retrieving Roles: The system retrieves the complete list of current Roles from UA, excluding the Super Admin Role.
- Adding New Roles: Any new Roles returned from the UA API are automatically added to all PSA Security Profiles.
For the Master Administrator profile, newly added Roles are selected by default.
For all other Security Profiles, newly added Roles are unselected until explicitly granted.
- Deleting Roles: Roles that exist in PSA but are not returned by the UA API are removed entirely from PSA — even if they were previously assigned in a Security Profile.
- Renaming Roles: If a Role is renamed in UA, PSA automatically updates the Role name wherever it appears in Security Profiles.
Organization of Roles in Security Profiles
All Roles (existing and dynamically synchronized) are grouped under a new Reports > Upland Analytics tier of a User's Security Profile Edit page (Setup > Organization > System > Security).
Administrative Benefits
This synchronization process keeps Security Profiles continuously aligned with current UA Role definitions. It reduces administrative maintenance, ensures consistency across environments, and provides clearer organization of role-based access controls for reports, data sources, and dashboards.