Create a role

In addition to the Global Administrator role (which can't be edited or deleted), 247connect includes two pre-defined roles. You can create your own custom, define their permissions or clone an existing role.

Create a role

  1. In the 247connect Web Portal, go to Account > Roles in the side menu.

  2. Click Add role.

    Add role screen with the role title set to 'Support level 1 access' and a description stating it provides full access for the Support Management team. The Account/Operator permissions tab is active. Several permissions are listed with drop-downs to enable or disable them, including Manage account settings (enabled), Manage billing details (disabled), Manage device licences (enabled), Manage operator licences (enabled) and View audit log (enabled). At the bottom are Cancel and Save buttons.

  3. Enter a role name.

  4. (Optional) Add a description of the role's purpose or permissions.

  5. Set the role permissions. By default, no permissions are selected.

    Note: Account-level and on-demand permissions must be assigned at the account level to take effect. These are identified by the Account Blue icon showing a single figure connected above three smaller figures in a hierarchical structure. icon.

  6. Click Save.

Clone a role

To save time when creating new roles, you can clone an existing one. This is useful when the new role needs similar permissions to an existing role.

Note: You can't clone the Global Administrator role.

  1. In the 247connect Web Portal, go to Account > Roles in the side menu.

  2. Select the Clone Two overlapping rectangles. icon next to the role you want to copy.

  3. In the Confirmation dialog, you can enter a new name for the role. Click Clone.

  4. The new role appears in the list.

  5. Click the Edit Orange pencil in a square. icon to adjust its permissions.

See also:

Manage roles

Assign a role to a user