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'. The Account permissions tab is active. Several permissions are listed with drop-downs to enable or disable them. 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