View roles

Use the Roles page to view and manage roles.

Open and view roles

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

  2. The display area shows a list of roles.

    Web Portal with Account > Roles selected. It lists four roles: Global Administrator, Managed User, On-demand User and Support level 1 access. Each role has a brief description. The Actions column includes icons for role cloning and deleting. At the top right are two buttons: Role assignment and Add role.

  3. Click a role to open it.

Table options

You can sort the table by clicking a column header. Click again to change the sort direction. An arrow icon next to the column header indicates the current sort direction.

You can customise the table by selecting which columns to show and adjusting their order. Click the settings Gear icon. icon at the top of the display area. In the Manage columns pane, remove a column by clicking the close X symbol. icon or drag and drop column names to reorder them, then click Save.

Note: Locked columns (indicated with a padlock Closed padlock. icon) can't be removed. To reinstate a removed column, select it from the Add new column drop-down list. To restore the default column layout, click Reset.

You can export the table to a PDF or .CSV file. Click the three dots icon Three vertical dots. at the top right of the display area, then select Export to PDF or Export to CSV. The file is saved in your Downloads folder.

Search for a role

  1. Click in the search bar and enter your search term.

  2. A list of matching roles appears as you type. Select the required role.

  3. Click Close X symbol. to end the search.

Note: Changes to role permissions take effect when assigned users log out and log back in. Updates may take up to five minutes to apply.

See also:

Add a role

Manage roles

Clone a role

Role assignment