Configuring User Roles

Create or edit a user role with access and API permissions to suit the needs of your organization.

  1. Go to Administration > User Roles.
  2. Add, edit, or duplicate a user role:
    • For a new user role, click Add.

    • To edit a user role:

      1. Select the user role.

      2. Click Edit.

      Note:

      You cannot edit a predefined role.

    • To duplicate a user role:

      1. Select the user role.

      2. Click Duplicate.

    The Custom Role Setting panel opens.

  3. On the General tab, type a name for the role.
  4. (Optional) Type a description for the role.
  5. On the Permissions tab, select the permissions you want to grant the role. To filter for specific apps, use the App name search field.
    Note:

    Some apps require selecting the View or View, filter, and search permission before selecting other permissions.

  6. Click Submit.

    The user role appears in the list.