Manage roles

Here are the different ways you can manage roles.

Find roles and view the permissions

  1. On the Manage menu, select User management and then select Roles.

  2. Select the relevant tab.

    • To search for a default role, select Default roles.

    • To search for a custom role, select Custom roles.

  3. Start typing search criteria in the Role filter box.

    The search results are displayed as you type.

  4. Select the role that you want to view the permissions for.

  5. On the Actions menu, select View permissions.

    The View role page appears, showing the permissions for the role.

Create custom roles

Create a custom role with access to selected functionality:

  1. On the Roles page, select Create custom role.

    The Create custom role page appears.

  2. Enter a name for the role.

  3. Optionally, enter a description of the role.

  4. Optionally, select a role to base the custom role on from the list, and select Apply.

    The permissions for the base role are selected in the list of all roles.

  5. Start typing search criteria in the Search and filter box.

    The search results are displayed as you type.

  6. Select the permissions that you want to add to the role.

  7. Select Save.

    The role you created is listed under Custom roles.

Edit custom roles

  1. On the Roles page, select Custom roles.

  2. Start typing search criteria in the Role filter box.

    The search results are displayed as you type.

  3. Select the role that you want to edit.

  4. From the Actions menu, select Edit role.

  5. Update the role as required.

  6. Select Save.