If you are an admin and have access to the ‘Roles’ page you can manage and create roles. To access the ‘Roles’ page either click the profile avatar in the top right of the header menu and click the link ‘Roles’, or from the profile page you can click and select ‘Roles’ in the left nav of the page.
Creating New Roles
To create a new ‘Role’ click the ‘Create New Role’ button to the right of the roles search bar.
You will then see the role creation form. Where you can define a ‘Role Name’, ‘Brands and Markets’, ‘Pages and UI’ and ‘Actions’.
‘Role Name’ should be a descriptive name of the role and function
The ‘Brands and Markets’ search drop-down will give you the option to choose multiple brand and market pairs that control what pages, ui and actions settings they relate back to
‘Pages and UI’ will present predefined options for you to select the Pages and User Interface (UI) that the user will be able to view
'Actions’ will present predefined options for you to select which actions the user can perform on the pages and ui that they can view
Once you have added the details you require for your role, click save and you will see the role in its read only state.
Editing Existing Roles
To edit an existing role simply locate the role by searching or navigating to one in the role results list and click view. You will then be taken to the role record in read-only state. To edit, click the edit icon button at the top or the blue ‘Edit’ button at the bottom right. This will switch the role record to edit mode for making changes and saving.
