Roles

The Roles tab of the User Permission page displays all user roles in the current organization context.

By default, there are 2 pre-defined roles available

• Administrator: a user with this role has full access to all features

• View-Only: a user with this role only views and exports data.

To add a new user role:

1. Click Add Role.

2. In the Add Role page, fill in the required information

• Role Name: The display name of the new user role.

• Description: The description of the new user role.

• Permission: The permission assigned to the new user role for each Central Management feature.

  • None: This user role cannot access the selected feature.

  • View Only: This user role can only view and cannot make any changes to the selected feature.

  • Full Access: This user role can make changes to the selected feature.

3. Click Save to confirm your selection and add the new user role.