Roles

On the Roles page, you can:

1. Find a role.
2. View the roles in two different ways.
3. Create a role.
4. Check user role details and manage permissions.
5. Perform additional actions on a role.

Find role

To find a role, in the Search field of the Roles page, enter the needed role name, and in the list that appears, select the role you are looking for.

View roles

On the Roles page, you can view the roles in two different ways:

• Click the table icon to view the table with role permissions and corresponding roles.
  

• Click the row icon to view the role list with a number of permissions and users for each role.
  

Create role

To create a role:

1. In the upper-right corner of the Roles page, click Create role.
   

2. In the New role dialog, enter the role name, add users (optional), and then click Create.
   

The new role is created and the success message appears at the top of the Roles page.

Check role user details and manage permissions

Note: You can add or remove permissions to/from the role if you have the appropriate permission for your current role. If you have the Owner or Admin role, you can configure the permissions for the roles in your list.

To check role user details and add or remove permissions:

1. On the Roles page, select the needed role.

2. On the Users tab of the selected role, view the names and emails of the users with the selected role, and then click the Permissions tab.
   

3. On the Permissions tab, select or clear the needed permissions’ checkboxes and click Save.
   

The permission list of the selected role is updated.

Note: You can use an alternative way to add or remove permissions:
In the upper-right corner of the Roles page, click the table icon , select or clear the needed permissions checkboxes, and then click Save.

Perform additional actions on role

Note: You can rename or remove a role if you have the appropriate permission for your current role. If you have the Owner or Admin role, you can configure the permissions for the roles in your list. For more information on role permissions, go to Permissions.

On the Roles page, you can perform additional actions on a role:

• Rename a role
• Copy a role ID
• Delete a role

Rename role

To rename a role:

1. Hover over the needed role and click the edit icon .
   

2. In the Rename role dialog, edit the current role name and click Rename.
   

The role is renamed, and you can see the new role name in the role list.

Copy role ID

To copy a role ID, hover over the needed role and click the copy icon . The role ID is copied, and the success message appears at the top of the Roles page.

Delete role

To delete a role:

1. Hover over the needed role, click the options icon , and then click Delete.
   

2. In the confirmation Delete role dialog, click Delete.
   

The role is deleted and doesn’t appear in the role list. The users that had the deleted role are not removed from the Workspace.