Managing Roles

In order to manage the access control system efficiently, it is important for any organization to create appropriate roles and maintain them effectively upon ensuring that the roles are up to date. This section explains how to create roles, configure required permissions and perform other actions on the roles.

To navigate to the Users module click (Settings) icon and select Roles under the USER ACCESS section. The list of roles associated with the selected user type are displayed as shown below.

Note: You can use the drop-down field at the top right to filter the displayed roles with respect to their account type.

Generally, the roles can be divided into the following categories:

System-defined Roles

The application offers a default set of roles for selected user account types. These predefined roles are referred to as system-defined roles.

User-defined Roles

The user-defined roles simplify the administration and rights management by allowing the administrator to group required permissions into a single role and then assign the role to the users who need those authorities to perform their task.