Roles: Administrator Guide

Roles: Administrator Guide

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• After logging in, Administrators are directed to the Default Landing Page.

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• Click the profile icon in the upper-right corner. Expand Platform Settings, and then select Identity Management to manage roles and user access.

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• From the left navigation panel, select Roles under Identity Management.

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• On the Roles page, click Add in the top-right corner to create a new role

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• Enter the Role Name and, optionally, provide a Description for the role.

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• Select the required Member Groups. Users belonging to these groups will inherit the permissions assigned to the role.

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• Under the Permissions section, select the required access (Create, Update, and/or delete) for the applicable modules (Users, Groups, Customers, Organizations, and KB Articles) and Click Save to create the role

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• The new role is created successfully and is displayed in the Roles list.

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• To disable a role, toggle the Status switch to set the role as inactive and save.

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• To delete a role, select the checkbox corresponding to the role and click Delete.

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