Manage roles

Roles are a named set of permissions that determine your users’ access to features within the platform based on your organization’s structure. Create and update roles, and verify that each role has appropriate access to the resources they need.

Prerequisites

Add or update roles

Role permissions and role assignments determines a user’s level of access.

Please note that the Customer Admin role has the highest level of access and as such, it cannot be cannot be modified.

  1. In the left sidebar, click Settings.

  2. Under User Permissions, select Roles.

  3. Click Add New Role.

  4. Enter the name and description for the role.

  5. Once you click Add Role, you can proceed with managing the permissions and users associated with that role.

Manage role permissions

On the Permissions tab, you can:

  • View the current permissions assigned to that role.
  • Select permissions to be assigned to that role.

  1. Select Edit Permissions to to add or remove permissions to or from that role.

  2. Toggle specific permissions for that role by checking or unchecking the boxes next to the permission.

  3. Click Save Permissions to apply your changes.

Manage role users

On the Users tab, you can:

  • View a list of users assigned to that role.
  • Add a role to users on that list.
Add role to user

  1. Click + to open the Assign Roles menu for that user.

  2. Click + next to the role for each role to be assigned.

  3. Click Assign Roles to User to save changes.

Delete role from user

  1. Click to delete a role from a user.

  2. Once you confirm, that role will be removed from the user.

Rename existing roles

To rename a role after it has been created:

  1. In the left sidebar, click Settings.

  2. Under User Permissions, select Roles.

  3. Select the role you want to rename.

  4. On the role’s detail view, click on the title of the role.

  5. Type in the new name of the role.

  6. Click Save to apply your changes.