Roles

Last updated on Jun 25, 2024

Manage Roles

Use roles to restrict access to resources for your identities.For example, you might want to create a Users role with basic access corporate applications, HR role with access to financial applictions, etc. A user (identity) can be assigned to multiple roles.

Create a Role

1. Navigate to Directory > Roles and click Create Role.

2. Enter a name and an optional description for the role.

3. Click Create role.

Edit or Delete a Role

1. Navigate to Directory > Roles and click a role name.

2. Click Edit role.

3. Update the fields as needed and click Save changes.

   -Or-

   Click Delete role role_name.

Add an Identity to a Role

1. Navigate to Directory > Roles and click a role name.

2. Click the Identity tab, if needed.

3. Click Add identity.

4. Enter a username to search identities or click the drop-down beside Select identity to select a user to add.

   You can enter or select mulitple users from this field.

5. Click Add to role. Any selected identities appear on the page.

To remove an identity from the role, select the checkbox beside a username in the table and click Remove identity from role.

Add a Group to a Role

1. Navigate to Directory > Roles and click a role name.

2. Click the Groups tab.

3. Click Add group.

4. Enter a group to search existing groups or click the drop-down beside Select group to select a group to add.

   You can enter or select mulitple groups from this field.

5. Click Add to role. Any selected groups appear in the table.

   Note: Any users in the group will be added to the role but they won't appear under the Identities tab.

To remove a group from a role, select the checkbox beside a group in the table and click Remove group from role.