Console User Details: Roles

Overview

The Roles tab on the Console User Details screen allows you to assign one or more Roles to this user account. A Role is a collection of permissions that govern what features a user can access, and what actions they can take (view only, edit, etc.). 

Features

The Roles tab provides the following features related to managing Loyalty user accounts:

Assign a Role to a User

To assign a Role to a user:

  1. From the drop-down menu, select the desired Role.

  2. Click add role. 

  3. Repeat the above steps as needed to assign additional Roles to this user. 

Set Default Role

If you assign multiple Roles to a user, one of the Roles must be designated as their "Default Role." If the Roles to which the user has been assigned have conflicting permissions, the Default Role will take precedence.

To designate the Default Role:

  1. From the "Action" drop-down menu next to the desired Role, select Set Default.

Note: Loyalty allows administrators to assign a default landing page to a Role. A user that has been assigned to that Role will see the designated screen when they log into the platform. If a user has been assigned to multiple Roles with different default landing pages, the configuration for the user's "Default Role" takes precedence. 

Remove a Role from a User

To remove a Role from a user:

  1. From the Action drop-down menu next to the desired Role, select Remove. A confirmation dialog box is displayed.

  2. Click confirm.