Create or Edit a Permission Role

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Written by Support
Updated over a week ago

A permission role is assigned to admin users to determine what they can and cannot do. All users are given a default permission role. Only a System Administrator can create a new permission role.

To create a new role

  • Navigate to the Admin > More menu item

  • Select Permission Roles

  • Click the + button to create

  • Provide a unique name for the permission (this is a required field)

  • Only select default if you want this role to be applied to every user in the system automatically

  • Under "Permissions", select the one or more permissions to apply to this role.

  • Add the permission(s) by selecting "Create"

  • Note: If this is assigned to a logged in user, the user must log out and log back in to refresh their permissions

To edit a role

  • Select the role you want to edit

  • Edit attributes

  • If this is assigned to a logged in user, the user must log out and log back in to refresh their permissions

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