Creating Roles
The next stage in user management is defining the roles of your organization. The best practice is that the admin should create roles matching the permission set created earlier to avoid confusion and mismatch.
To access the Roles panel; go to “Roles” in the side navigation panel to open the Roles Manager. To create a new Role; click on the “New Role” button on the top right corner of the page.
This is what the role manager page looks like:
The next stage in user management is defining the roles of your organization. The best practice is that the admin should create roles matching the permission set created earlier to avoid confusion and mismatch.
To access the Roles panel; go to “Roles” in the side navigation panel to open the Roles Manager. To create a new Role; click on the “New Role” button on the top right corner of the page.
This is what the role manager page looks like:
| Field Name | Description |
| Role Name | A descriptive name for the desired Role. |
| Role Description | A short description of the business behind this Role. |
| Role Permission | Link the role with the permission profile that matches the business required. |
| Role Subscribers | Drag and drop the user profiles that you would like to include in this role |