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  2. Setup & Security
  3. Identity and Access Management

Managing Roles — Permission Sets

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Kyle Burnett
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IN THIS ARTICLE

Roles are collections of permissions. Roles may be assigned applied to groups on a given resource. This article explains how to manage roles.

Viewing Roles

  1. Click on the ProKnow icon in the top left corner of the page.
  2. Select Roles under Identity and Access Management.

The roles sidebar holds a list of roles that belong to the organization with a button to create roles at the top. Some roles are system roles and cannot be edited or deleted. Click on one of the roles to select it.

The main content area presents the details for the selected role, including the role name, the role type, and the permissions enabled for the role. In addition, there are options for editing the role properties, editing the role permissions, and deleting the role.

Creating Roles

Note: You must have the Create Roles permission on the organization to create custom roles.

  1. Press the Create button located in the roles sidebar header.
  2. Enter the Name and optional Description for the role.
  3. Press the Create button to create the role.

Updating Roles

Note: You must have the Update Roles permission on the organization to update custom roles. System roles cannot be updated.

  1. With a custom role selected, press the Edit button.
  2. Update the Name and optional Description for the role as needed.
  3. Press the Save button to save the role.

Updating Role Permissions

Note: You must have the Update Roles permission on the organization to update the permissions for custom roles. The permissions for system roles cannot be updated.

  1. With a custom role selected, press the Edit Permissions button.
  2. Mark the checkboxes next to the permissions to enable for the role.
  3. Press the Save button to save the role permissions.

Copying Roles

Note: You must have the Create Roles permission on the organization to copy roles.

  1. With a role selected, press the Copy button.
  2. Enter the Name and optional Description for the new custom role.
  3. Press the Create button to copy the role.

Deleting Roles

Note: You must have the Delete Roles permission on the organization to delete custom roles. System roles may not be deleted.

  1. With a custom role selected, press the Delete button.
  2. Read and acknowledge the notice by checking the box next to "I have read and understand the above notice."
  3. Press the Delete button to delete the selected custom role.
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