CloudConnect-Admin: Creating and Editing Roles

Updated March 14, 2025 16:25

On the left navigation pane, select "Admin" to open the admin menu and "Roles" to load the "Roles" page.
The "Roles" page displays the list of existing roles and their description, an "Actions" button for each role, and buttons to "+ Create a new role," "Select Permissions," and "Refresh" the list.
To create a new role, click on the blue "+ Create new role" button in the top right corner of the page.
To edit an existing role, click the left "Actions" button to display the "Edit" button and click it.
Editing/creating a role will display a module with two tabs, "Role Properties" and "Permissions." The active tab name will be displayed in grey.
In the "Role Properties" tab, type a "Role name" and a role "Description."
- These will be used when assigning user "Roles" and "Permissions." Accurate names and descriptions will facilitate the user creation process.
- In the example below, the "Role" Supervisor has the "Description" Advanced user access with some management capabilities.
In the "Permissions" tab, the modal will display a list of folders organized by hierarchy. This is searchable but can also be seen as a tree of responsibilities:
- Selecting an open folder icon will select all permissions within that folder. Selecting a closed folder icon will only select that specific permission and the parent permission the folder is contained in.
  - If the user is given general "Site Access," they'll be given all permissions on the site.
  - If a user has "Manages members" permission, they will have one "Admin" permission and be given "Site Access"—these boxes will both be auto-selected—but the user will still only have permission to "Manages members."
Once the "Role" permissions have been defined and selected, scroll to the bottom of the modal and click the blue "Save" button in the bottom right corner.

CloudConnect-Admin: Creating and Editing Roles

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