Roles

Overview

The Roles screen allows you to view, create, and manage the user Roles within your client account. A Role is a collection of permissions that govern what features a user can access, and what actions they can take (view only, create, etc.). Once you define a Role, you can assign platform users to the Role (see Console Users for more details).  

Access

To access the Roles screen, select Admin from the Main Navigation Menu, then select Access > Roles from the Sub-Category menu.

Features

The Roles screen provides the following features:

Searching and Sorting

Search

The search feature allows you to search for a specified text string anywhere within Role display name or internal name.  

  1. Optionally, in the search field near the top of the screen, enter the desired text string.

  2. Press Enter, or click the search button (magnifying glass icon).

  3. The screen is refreshed to show only the Roles that meet your search criteria. 

  4. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Roles on a variety of different fields. To sort the list of Roles, select the desired sort option from this menu.

  • Role ID (default option)

  • Name

  • Created Date

  • Updated Date

Navigation

Once you've found the desired Role, you can navigate to the following other screens:

  • Click the name of the Role to navigate to the Role Details screen.

Create a New Role

To create a new Role:

  1. In the "Enter Display Name" field, enter the name of the new Role.

  2. Click create. 

To configure additional details about this new Role, click the name of the Role to navigate to the Role Details screen.