Enhanced interface

Manage roles

This list supports the enhanced lists interface. Learn more about using enhanced lists.

You can create roles for different jobs and assign permissions to perform certain tasks to specific roles. You can then assign the roles to users and user groups.

You cannot change the role name after you save the role.

Create a role

System-generated roles are denoted by "::SYS::"
Roles can be assigned to both users and user groups. A user can be individually assigned roles and also be part of a group that has a role. The user gets the total permissions from all assigned roles.

If you have an existing role that's similar to one that you need to create, duplicate the role and then edit the new one as needed.

Subscription	Administration
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Users: List, View, Add
Configuration	Role-based

Go to Company and then select Add (circle) next to Roles.
In the Name field, enter a name for the role.
Optionally, enter a description of the role.
Select Save.
Select Permissions next to an application to which you want to assign permissions.
Select the checkboxes for the functions that users in this role need to perform.
Select Save.
Repeat steps 5-7 for each needed applications

Go to Company and then select Add (circle) next to Roles.
In the Name field, enter a name for the role.

You cannot change this name after you save the role.
Optionally, enter a description of the role.
Select Save.
Select Permissions next to an application to which you want to assign permissions.
Select the checkboxes for the functions that users in this role need to perform.
Select Save.
Repeat steps 5-7 for each needed application.

Edit a role

Subscription	Administration
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Users: List, View, Edit
Configuration	Role-based

Go to Company, and then select Roles.
Find the role that you want to edit.
Select More actions > Edit at the end of the row.
Change the Description as needed.
To change permissions for this role:
1. Select View subscriptions.
2. Select Permissions next to an application to which you want to assign permissions.
3. Select the checkboxes for the functions that users in this role need to perform.
4. Select Save.
5. Repeat for each needed application.

Go to Company, and then select Roles.
Select Edit next to the desired role.
Change the Description as needed.
To change permissions:
1. Select View subscriptions.
2. Select Permissions next to an application to which you want to assign permissions.
3. Select the checkboxes for the functions that users in this role need to perform.
4. Select Save.
5. Repeat for each needed application.

Duplicate a role

Duplicating a role provides a fast, easy way to set up a role that has similar subscriptions and permissions.

Subscription	Administration
Regional availability	All regions
User type	Business user with admin privileges
Permissions	Users: List, View
Configuration	Role-based

You cannot change the name of a duplicated role after you save.

Go to Company > Roles.
Find the role that you want to duplicate.
Select More actions > View at the end of the row.
Select Duplicate
After the page refreshes, the Name field is blank and the Description field contains text from the role being duplicated
Enter a name and change the description as needed.
Select Save.
Finish assigning permissions to the role.
Select Save.

Go to Company > Roles.
Select Edit or View next to the desired role.
In the Roles Information page, select Duplicate.

After the page refreshes, the Name field is blank and the Description field contains any text from the role being duplicated.
Enter a name and change the description as needed.

You cannot change the name after you save the role.
Select Save.
Change permissions as needed and then select Save.