Managing a Role and its Permissions

In the Roles view, you can edit, delete, and manage various attributes of your roles.

1. The role name and the number of permissions assigned to this specific role.

2. View all the permissions assigned to this role.

3. Edit your role name and description and add a default role.

4. Delete a specific role.

5. Include or exclude permissions from your custom role.

Managing Permissions for a role:

1. Include or exclude permissions to your role and click Save. The permissions for the role are changed.

2. Click Manage Permissions. The Manage role permissions pop-up for the role appears.

   

Edit role details:

1. Click and then click Edit Role Details. The Edit Role Details pop-up appears.

   
2. Change the Role Name and Description.

3. Default role - You can optionally: Toggle on - Toggle this role on to make it a default role. Toggle off - Toggle this role off if it was previously chosen as the default role and you do not want it to be the default anymore.

   ​Note: A default role allows an Admin to assign any new user this default role by clicking the Copy invite link while inviting a new user. See Inviting a User.

4. Click Save. The role details are changed.

Delete a role:

1. In the Roles view, click and then click Delete Role. The Delete Role pop-up appears.

   
2. Click Delete Role. The role is deleted, and all users and groups assigned to this role will no longer have it. Users will have read-only permissions for all platform tabs and can only view the Profile tab in the Admin Portal.