Manage Roles

This article covers how to manage and create roles in the system to assign users permissions and access to alerting forms.

Creating a Role

  1. From the navigation drawer or the left-hand Settings navigation, select Manage Roles.
    MAnage Roles_Menu-1
  2. Click the Blue Plus in the top right corner of the card.
    Manage Roles_Configuration
  3. Enter a Role Name.
    1. Role names are limited to a maximum of 24 characters.
      Manage Roles_Create Role
  4. Select a Default Alerting and Poll Form from the drop-down menus.
    1. If you need to create a new form, please see the documentation related to creating a new Custom Alert Form.
      Screenshot (87)
  5. Assign Role Permissions.
    1. Select the checkbox next to individual permissions you want users to receive to assign individual permissions.
    2. Select the box next to the permission set's title to assign all permissions associated with the set.
    3. Please see the overview of admin permissions.
      Roles_Save Permissions
  6. Click Save to save the new role.

Editing a Role

  1. Select the desired role.
    Roles_Edit Role
    1. Edit any desired information.
    2. Click Apply to save the edits to your role.

Caution: Editing the role name will require you to update any user who is associated with that role.

Delete a Role

  1. Select the Delete icon Knowledge Base_Roles_Delete Icon located next to a role's name to delete that role.
  2. Confirm that you want to delete the selected role.
    Knowledge Base_Roles_Confirm Deletion