Roles

Roles are resource objects to which Permissions are attached. Users assigned to a specific Role automatically inherit the permissions associated with that Role.

Permissions inherited from a User's Role are limited by the User's Department.

Roles Page

Viewing Roles

  1. Visit the Roles Page at https://customdomain.com/admin/roles.

  2. If you want to search for a particular Role (or a group of Roles) based on their attributes, click the "Filter" button in the upper-left corner.

  3. Click the "View" icon in the row of your chosen Role.

You will now see the Role's details, its list of Permissions, and the activities associated with that specific Role.

Creating Roles

Create Role Page
  1. Visit the Create Role Page at https://customdomain.com/admin/roles/create.

  2. Fill out the name of the Role.

  3. Select the Permission/s you wish to assign to the User.

  4. Click "Create".

Updating Roles

  1. On the Roles Page, click the "Edit" icon in the row of your chosen Role. Alternatively, you can go to the Role's own page and click the "Edit" icon in the upper-right corner.

Edit Role Icon on the Roles Page
  1. Update the settings you wish to change.

  2. Click "Save Edits".

  3. Confirm the action on the dialog popup.

Deleting Roles

  1. On the Roles Page, click the "More" icon in the row of your chosen Role.

More Icon on the Roles Page
  1. Click "Delete Role". Alternatively, you can go to the Role's own page and click the "Delete" icon in the upper-right corner.

  2. Confirm the action on the dialog popup.

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