Roles

Overview

The Roles screen allows you to view, create, and manage the user Roles within your client account. A Role is a collection of permissions that govern what features a user can access, and what actions they can take (view only, create, etc.). Once you define a Role, you can assign platform users to the Role (see Admins for more details).

Access

To access the Roles screen, select Admin from the Main Navigation Menu, then select Roles from the Sub-Category menu.

Features

The Roles screen provides the following features related to managing user roles:

Searching and Sorting

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The Roles screen provides a variety of options for searching for Roles.

Search

The search feature allows you to search for a specified text string anywhere within the following fields: Label or Internal Name.

Optionally, in the search field near the top of the Roles screen, enter the desired text string.
Press Enter, or click the search button (magnifying glass icon).
The Roles screen is refreshed to show only the Roles that meet your search criteria.
To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Roles on a variety of different fields. To sort the list of Roles, select the desired sort option from this menu.

ID (default)
Name
Created Date
Updated Date

Navigation

Once you've found the desired Role, you can navigate to the following other screens:

Click a Role to navigate to the Role Details screen.

Create a New Role

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To create a new Role:

In the "Enter Display Name" field, enter a name for the new Role.
Click create. The Role is added to the list of Roles.
Click the Role to navigate to the Role Details screen to configure the access privileges.

View or Edit a Role

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To view or edit the details of a Role:

Search or sort the Roles screen as described above.
Click on the desired Role.
The Role Details screen is displayed and populated with all of the information about this Role. See Role Details for more information.

Back to Admin Overview

Last Updated: April 2022