Roles define the specific roles company administrators can create. Roles prescribe what services the user is permitted to view, edit and control. A user can have multiple roles assigned. The permissions that apply to a user are the sum of all permissions from all assigned roles.
Roles improve your productivity and security by:
Therefore, we highly recommend creating customized Roles for your organization.
Note: You can create up to 100 roles.
This article applies to company administrators having the permission to Manage administrators and organization settings.
To create a role, please follow the instructions below:
You have successfully created a role.
To assign a role to multiple users, please follow the instructions below:
To assign a role to a single user, please follow the instructions below:
To check the permission of a user, please follow the instructions below:
You will see all the assigned roles and permissions in the respective tabs.
Predefined roles help administrators manage user permissions efficiently. They provide a structured way to control user permissions. With predefined roles, new users get the right permissions immediately once they are added to your company, simplifying user management and boosting security.
Note: The predefined role will also apply to users you added via API and SCIM.
To set a role as predefined, select the desired role and click Set as predefined.
All users joining your company will be assigned this role by default.