Add a role

Create a custom role to match your needs. You can define which actions and features users can access by configuring role permissions and assigning them to users, user groups and device groups.

Note: If you want to create a role with similar permissions to an existing role, you can clone the role instead of creating a new one.

To create a role

  1. Go to Account > Roles in the side menu.

  2. Click Add role.

    Add role screen with the title “Support level 1 access”, a blank description field, and Save and Cancel buttons.

  3. Enter a role name.

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

  5. Select the Role permissions tab.

    Role permissions tab showing account, audit log and device group permissions, with all permissions set to Disabled.

  6. Set the role permissions. All permissions are disabled by default.

    Note: Account-level and on-demand permissions must be assigned at 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.

  7. Click Save.

  8. After you save the role, the Role assignments tab becomes available.

  9. Select the Role assignments tab and click New role assignment to assign the role to users, user groups and device groups.

    Note: The Role assignments tab is unavailable until you save the role.

  10. Click Save.

See also:

Manage roles

Clone a role

Role permissions

Role assignment