Manage User Roles

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Login → go to Setup → Operational Users

→ open Manage Roles and Access tab

1. Creating a new role

• Navigate to Operational Users, in the Setup section.
• Click the Manage Roles and Access Tab
• Click the "Add New Role" button

• Select the name and the scopes for the new role, then click Create.

2. Manage an existing role

• Navigate to Operational Users, in the Setup section.
• Click the Manage Roles and Access Tab
• Click the "Edit Role" button of the role you want to edit

• Edit the scopes and then click "Update."

3. Set Presets

📘

You can create Presets so you won't have to select each project and team manually every time you invite someone.

• Navigate to Operational Users, in the Setup section.
• Click the Manage Roles and Access Tab
• Click "New Preset" button

• To grant access to Applications, click the "Grant" button of the Application you want to give access to, or select multiple applications and click the "Grant Access" button.

• To grant access to the reports of certain teams, click the "Grant" button from the "Visible in Reports" column or select each team you want to grant access to and click "Grant Reports."

• For making users receive email reports for a specific team, click the "Grant" button in the "Receive Email Reports" column of the team or select the teams you want and click the "Grant Emails" button.

When done, click "Create".