Operations with Roles

This section describes all operations that a Tenant user can perform with Roles.

Create a new Role

1. Click the hamburger menu in the top left corner.
2. Select Administration > Roles.
3. Click Create a New Role.
4. Enter a name for the role into the Role Name field.
5. If you need to assign this role to new users by default, check the Default checkbox.
6. Select the Permissions tab.
7. Choose the permissions that you want to assign to this role.
8. Click Save.

note

If you are changing your own permissions, you may need to refresh the page (F5) to see the changes take effect.

Edit a Role name

1. Click the hamburger menu in the top left corner.
2. Select Administration > Roles.
3. Click Actions next to the role you need to edit.
4. Click Edit.
5. Enter the new name for the role in the Role Name field.
6. Click Save.

note

If you are changing your own permissions, you may need to refresh the page (F5) to see the changes take effect.

Edit Role Permissions

1. Click the hamburger menu in the top left corner.
2. Select Administration > Roles.
3. Click Actions next to the role you need to edit.
4. Click Edit.
5. Select the Permissions tab.
6. Choose the permissions that you want to change for this role.
7. If required, check or uncheck the Default checkbox to assign or not assign this role to new users by default.
8. Click Save.

note

If you are changing your own permissions, you may need to refresh the page (F5) to see the changes take effect.

Delete a Role

1. Click the hamburger menu in the top left corner.
2. Select Administration > Roles.
3. Click Actions next to the role you need to edit.
4. Click Delete.
5. Confirm deletion.