Managing a Role and its Permissions

Managing Permissions for a role:

1. In Roles, click a role to change permissions.

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

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

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.