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On Demand Global Settings Current - User Guide

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Viewing role permissions

Use the Roles page to view the list of roles defined for your organization. You can also view the users assigned to each role.

1
In the side navigation panel, expand the Access Control item and select Roles.
2
Click on a role name to open a read only page that displays the Role Permissions.
The panel on the right is a list of users assigned to the role.

Creating a custom role

You can create roles with a custom set of permissions. Default roles cannot be edited. You must create a custom role to enable editing.

1
In the side navigation panel, expand the Access Control item and select Roles.
NOTE: You can define a role based on an existing role. In the Roles list, click on the Action menu for a role and select Duplicate.
3
On the Create Role page, enter a Role Name and Description.
7
In the Add User to <custom_role> field, enter the email address of the user you want to add.
8
Click Add User.

Editing a custom role

Note that you cannot edit a default role. You can duplicate a default role and edit it to create a custom role.

1
In the side navigation panel, expand the Access Control item and select Roles.
2
In the Roles list, click on the Action menu for a role and select Edit.
4
Click Save.
6
In the Add User to <custom_role> field, enter the email address of the user you want to add.
7
Click Add User.

Adding a user to a role

When a user is added to a role, the user receives an email informing them of the action.

1
In the side navigation panel, expand the Access Control item and select Roles.
2
In the Roles list, click on the Action menu for a role and select Assign Users.
3
In the Add a user to this role field, enter the email address of the user you want to add.
The user name must use the email address format username@domain.
4
Click Add User.
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