View Roles & Privileges
Written by Michelle Henley
Updated at May 15th, 2024
Roles are groups of individual privileges.
Within Access Management and View Roles & Privileges, administrators can view or edit all possible user roles and their respective privileges.
Note: The wording of tiles during our onboarding process may vary depending on your organization’s specifications. The instructions below are meant as a general guideline only.
To access View Roles & Privileges, click Admin in the left navigation bar and then the Access Management tile.
Next, click View Roles & Privileges.
Within the View Roles & Privileges screen, a tab for Roles and a tab for Privileges will be displayed.
The Roles tab lists each role, a description, and what privileges are currently assigned to that role. Click on the Expand Icon to see all the current privileges for a role.
To edit the privileges for a role, click the Edit button on the right side of the screen.
Next, Select or Unselect the privileges you want to change.
Additional pages may contain the options for each role. To move through the pages, click the Back and Forward buttons (located above the Save Changes button on the right side of the screen).
Click Save Changes to complete your action.
Note: Once a privilege is added or removed from a role, the privileges for that role will apply to all users with that role.
The Privileges tab lists all the available privileges.
