By default, there are three built-in roles:

• Guest has no permissions.

• Read Only grants read only permissions to tailored behaviors, silent responses, and partner deals.

• Admin gives full read and write access to all portions of the web application.

Creating a Role

Custom roles may be created with granular control.

Find the Create New Role button under the Administration → Roles section of the web application.

Open

After clicking on the Create Role button, enter the Role Name, select the Group to add the Role to, and select the permissions associated with the Role.

Open

Assigning Roles to Users

On the Roles Page, each row on the grid represents a user inside a group and their assigned roles inside that group. To assign a role to a user inside a group, or remove a role from a user, click the toggle inside the column for the desired role.

When a role is assigned to a user, the toggle will be flipped to the right and will look like:

Deleting a Role from a Group

On the Roles Page, each row on the grid represents a user inside a group and their assigned roles inside that group. To delete a role inside a group, find the desired role (represented by a column) for the group you are deleting it from, and click the trash icon inside the cell. Note that default roles cannot be deleted.

Editing a Role’s Permissions

On the Roles Page, each row on the grid represents a user inside a group and their assigned roles inside that group. To edit a role’s permissions for a group, find the desired role (represented by a column) for the group you are editing it for, and click the edit icon inside the cell. This will popup the Edit Role modal and show the current permissions associated with the role, which you are able to change. Note that default roles cannot be edited.