Roles and Permissions

Accounts: Roles and Permissions

Use Accounts > Roles to manage permission sets. A role groups permissions so they can be assigned to users.

Required permissions

You need:

• Access Settings Module (settings-access)
• Manage Roles (settings-roles)

Open the roles page

1. Open Settings.
2. Select Accounts.
3. Select the Roles tab.

Create a role

1. Open Settings > Accounts > Roles.
2. Select New role.
3. Enter the role name or title.
4. Select the permissions that should belong to the role.
5. Save the role.
6. Assign the role to users from the user account page.

Edit a role

1. Open Settings > Accounts > Roles.
2. Select the role you want to change.
3. Add or remove permissions.
4. Save the role.

Permission changes affect every user assigned to that role.

Delete a role

1. Open Settings > Accounts > Roles.
2. Find the role.
3. Select the delete action.
4. Confirm the deletion.

Before deleting a role, check whether users still depend on it for access.

Export the permissions overview

1. Open Settings > Accounts > Roles.
2. Select the permissions export action if available.
3. Download the spreadsheet.
4. Use it to review which permissions are assigned to each role.