Roles

The Roles section of the Console lets you manage different user roles by assigning permissions. Roles are assigned to groups, and through those groups, associated with users to manage permissions and feature access in the Console. You can also edit or delete existing roles from this section.

tip

As a best practice, match one group to a single role to prevent conflicts in the permissions assigned to different roles.

Search by role name

1. Navigate to Users > Roles.
2. In the Search by Role Name field, enter a group name. Matching roles appear in the list. If no results are found, a message indicates that the role doesn't exist.

View role details

1. Navigate to Users > Roles.
2. Click the role name. The Role Details page opens.

Edit role details

1. Navigate to Users > Roles.
2. Click the role name. The Role Details page opens.
3. Make any required changes. Fields that are greyed out can't be edited — in this case, the Role Name and Group Assignment values can't be changed.
4. Select the permissions to assign to this role. Click the + sign to expand a category, or click Expand All at the top of the list. Choose Allow or Deny for each permission. Selecting a parent permission checkbox also selects all child permissions within it.
5. Click Save Changes, then Save again in the confirmation window. A message confirms that the changes have been saved and you are returned to the Roles page.

Delete a role

1. Navigate to Users > Roles.
2. Find the role under one of the tabs or by searching on the Roles page.
3. In the Actions column, click the ellipsis menu (⋯) then select the Delete option.
4. In the confirmation window, click Delete. The role is deleted, removed from the list, and a message confirms the deletion.

Create a custom role

1. Navigate to Users > Roles.
2. Click +Role.
3. Enter a Name for the role. This is a required field.
4. Optionally, enter a Description of what the role will be used for.
5. Select one or more Group Assignment options. These are the groups assigned to the role.
6. Select the permissions to assign to this role. Click the + sign to expand a category, or click Expand All at the top of the list. Choose Allow or Deny for each permission. Selecting a parent permission checkbox also selects all child permissions within it.
7. Click Create Role, then Create in the confirmation window. The role is created, you are returned to the Roles page, and a message confirms that the role has been created.