Creating Roles

Administrators can create customized roles if the default ones do not meet your user needs. You can select which of the available permissions need to be included for the new role's access.

To create a customized role: 

  1. Access the tenant to which you want to add the role(s).
  2. Go to User Management > Roles.
    This option is only available to users with a minimum access of Administrator.
  3. Click Create.
  4. Enter a Name for the role.
  5. Optionally, enter a brief Description of the role.
  6. Click in the Add Permission... field.
    A menu with the list of permission rights will appear.
  7. Select a permission that you want to be included with this role.
  8. Click on the plus symbol (+) next to the list to add the permission to the role's profile.
  9. Repeat Steps 6 through 8 for any additional permissions to add.
  10. Click Submit when all of the desired permissions have been added.

Sharing and Unsharing Roles

This is a early access feature. If you need access to this feature before it is generally available (GA), contact your account representative.

To share or unshare a custom role across all child tenants, click the Shared toggle. The toggle turns green (green enabled toggle) to indicate it is shared.

 
  • The role's configuration is read-only for child tenants. Shared roles indicate the tenant which created the role.

  • Unsharing a role affects all child tenants. Users with this role assigned to them may lose access to the platform or specific features granted by this role if it is unshared.

Enabling and Disabling Roles

This is a early access feature. If you need access to this feature before it is generally available (GA), contact your account representative.

By default roles are enabled.

To disable a role:

  1. Click the toggle next to the role name.
  2. In the confirmation message that appears, click Confirm.

    The toggle turns gray (green enabled toggle) to indicate it is disabled.

 

Disabling a role affects the current tenant the user is on and all child tenants. Users with this role assigned to them may lose access to the platform or specific features granted by this role if it is disabled.

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