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On Demand Global Settings Current - User Guide

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Creating a custom role

You can create roles with a custom set of permissions. Default roles cannot be edited. You must create a custom role to enable editing.

To create a role
1
In the left side navigation panel, click Settings, expand Access control and select Roles.
2
At the top right of the Roles page, click Create Role.
NOTE: You can define a role based on an existing role. In the Roles list, click on the Action menu for a role and select Duplicate.
3
On the Create Role page, enter a Role Name and Description.
4
Under Role Permissions, select the check boxes for the permissions you want to assign to the role.
Some role permissions are partitioned into services. If available, you can configure access to a service using the Selected Services field.
5
At the top right of the page, click Create Role.
You are returned to the Roles page and there is a prompt to Assign Users.
6
To add a user to the role, click Assign Users.
7
In the Add User to <custom_role> field, enter the email address of the user you want to add.
8
Click Add User.
If the user is not currently a member, they are added to the organization.

Editing a custom role

Note that you cannot edit a default role. You can duplicate a default role and edit it to create a custom role.

To edit a role
1
In the left side navigation panel, click Settings, expand Access control and select Roles.
2
In the Roles list, click on the Action menu for a role and select Edit.
3
On the Edit Role page. you can edit:
Name
Description
Role Permissions.
Some role permissions are partitioned into services. If available, you can configure access to a service using the Selected Services field.
4
Click Save.
You are returned to the Roles page and there is a prompt to Assign Users.
5
To add a user to the role, click Assign Users.
6
In the Add User to <custom_role> field, enter the email address of the user you want to add.
7
Click Add User.
If the user is not currently a member, they are added to the organization.

Assigning a role to a user

 
* 
NOTE: Email notification

When a user is added to a role, the user receives an email informing them of the action.

To add a user to a role
1
In the left side navigation panel, click Settings, expand Access control and select Roles.
2
In the Roles list, click on the Action menu for a role and select Assign Users.
The Assign Role page opens.
3
In the Add a user to this role field, enter the email address of the user you want to add.
The user name must use the email address format username@domain.
4
Click Add User.
The user is assigned to the role and has the permission set defined by the role.

Deleting a custom role

You cannot delete a default role.

Before deleting a role, you must remove all users from the role and either assign them a new role or remove them from the organization.

To delete a role
1
In the left side navigation panel, click Settings, expand Access control and select Roles.
2
In the Roles list, click on the Action menu for a role and select Delete.
3
In the confirmation window, click Delete.
You are returned to the Roles page.
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