How do I create and manage Roles?
Manage user access to permissions and locations through custom roles.
Efficiently manage user permissions with Roles. Roles are groupings of permission and location access. When applied to a user, the user gains access to all permissions and locations defined in the role in addition to the permissions and locations granted to them directly. Using roles, you can add or remove access to certain permissions and locations for many users more efficiently and safely than managing access for each individual user.
Create a Role
Account admins can manage roles. To do so, navigate to the Roles tab in the Settings page.
From the Roles catalog, click + New Role. Next, enter a name and description for the role. These (along with all other Role data) can be adjusted later on.
You can then apply permissions to the Role.
Note: All permissions added to the role will be given to users assigned to the role. If a user is assigned to multiple roles and/or has directly assigned permissions, they will be given the superset of all permissions.
Locations access can also be managed via Roles.
Note: If a user is given unrestricted access—either directly or through a role—and then they are given access to a specific location—either directly or through a role—the user will still have unrestricted access.
Once you are done configuring the role, click Create Role. You are now ready to assign the role to users.
See how to assign roles to users in the article: How do I manage a user's permissions?