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Creating and Managing Roles in the Hub

Use Roles to manage user permissions and assign to users

Heléna Kattenhorn avatar
Written by Heléna Kattenhorn
Updated over 2 years ago

Creating New Roles

Roles are used for managing permissions groupings (whereas User Groups simply organise users, and do not assign any permissions)

To create a new role, Navigate to Settings > Roles and select "Create new role"

A dialog titled Role will appear.

  • The Name field is mandatory.

  • The Description is optional.

  • Users can assign any combination of permissions by checking the checkbox.

Select Save to create the new Role.

Selecting Cancel button will cancel the changes and the dialog will close returning the user to Role list.

Editing or Deleting a role

Users (with permissions) can edit a new or existing role by clicking the Pencil icon.

When editing, the Role dialog will appear. The "Save" button will be disabled until changes are made.

To delete a record, Click the Bin icon, and a confirmation dialog will appear. Clicking the "Confirm" button deletes the record and returns the user to the role listing.

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