To access the Roles Settings page, click Settings from the left-hand menu. After navigating to the Settings page, click on Roles.
From the Roles Settings page, roles can be created (1), managed (2), and deleted (3):
Creating a Role
To create a role, provide the name of the role and its description, and when ready, click Save:
Once the new role has been created, it will appear, on a list of existing roles. Click on the role to expand all the available permissions, and select the permissions you'd like the role to have.
Manage a role
Once a role has been creating, you can edit the permissions associated to the role. To manage the permissions for a role, click on the row for the role, or click the edit icon to the right of the role.
Click the role will expand to reveal its permissions.
Permissions can be granted by clicking the checkbox icon located left of the permission. To revoke a permission, simply uncheck a role.
A granted permission is indicated by a blue checkbox icon located left of the permissions.
Permissions are granted and revoked instantly, which should be considered when managing a role’s permissions.
To edit the name and description of a role, click on the edit icon to provide the new name and description when prompted.
Deleting a role
To delete a role, click the trash can icon to the right of the role.
When deleting a role that at least one agent is assigned to, it is important to note that any agents assigned to that role will be reverted back to their previous permissions. If an agent had no permissions prior to being assigned a role, then they will have no permissions when the assigned role is deleted or unassigned.
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