Assign platform roles

A platform role is a set of permissions and privileges that you assign to users and groups in Cloud Commander. These roles determine what actions users and groups can see and perform in Cloud Commander.

Cloud Commander users only see the menu options and dialogs for their assigned roles. See Platform roles required for specific tasks. For the list of all Cloud Commander roles, see Platform roles dictionary.
If you can't see a menu option or dialog that you need, contact the Cloud Commander administrator at your MSP organization.

Platform roles can be assigned to users, platform groups, and Microsoft Entra ID groups.

Assign a platform role to groups

Option 1

  1. On the left navigation, select Settings > User Permissions.
  2. Filter or search to find the role you are assigning and select its checkbox.
  3. Select Add assignment.

  4. Use the drop-down menu to select the Organization from where you want to select groups and select Next.

  5. On the Groups tab, select the checkbox for one or more groups you want assigned the role and select Next.Optionally, you can select checkboxes for users to also assign them the role.
  6. Select the organization scope to which the role applies and select Next.

  7. Review your selections. If you need to make changes, select Back. Otherwise, select Confirm to add the new group.
  8. Select Done.

The role is assigned to the selected groups. The groups assigned to the role are listed on the Assignments tab when you view the assignment details.

Option 2

  1. On the left navigation, select Identity > Groups.
  2. Filter or search to find the group you need and select the group name to view its details.
  3. Go to the Roles tab.
  4. On the Platform roles tab, select Add assignments.

  5. Use the drop-down menu to select the Role you want to assign and select Next.

  6. Confirm that the checkbox is selected for the group and select Next. Optionally, you can select checkboxes for more users and groups to also assign them the role.
  7. Select the checkbox for each Scope name to which this role applies and select Next.

  8. Review your selections. If you need to make changes, select Back. Otherwise, select Confirm.
  9. Select Done.

The role is assigned to the groups and the role is listed on the Roles tab in the groups' details.

Assign a platform role to users

Although we recommend you manage roles through groups, there may be times when you need to assign roles to individual users.

Option 1

  1. On the left navigation, select Settings > User Permissions.
  2. Filter or search to find the role you are assigning and select its checkbox.
  3. Select Add assignment.

  4. Use the drop-down menu to select the Organization from where you want to select users and select Next. In most cases, you select your own organization unless you are giving one of your customers permission to use Cloud Commander.

  5. On the Users tab, select the checkbox for one or more users you want assigned the role and select Next. Optionally, you can select checkboxes for groups where you also want to assign the role.

  6. Select the organization scope to which the role applies and select Next.
  7. Review your selections. If you need to make changes, select Back. Otherwise, select Confirm to add the new group.
  8. Select Done.

The role is assigned to the selected users. The users assigned to the role are listed on the Assignments tab when you view the assignment details.

Option 2

  1. On the left navigation, select Identity > Users.
  2. If not already selected, use the global customer selector - Customers drop-down menu to select the customers from where you want to select users.
  3. Filter or search to find the user you need and select the Name of the user to view the details.

  4. Go to the Roles tab and select the Platform Roles tab.
  5. Select Add assignments.

  6. Use the drop-down menu to select the Role you want to assign and select Next.

  7. Confirm that the checkbox is selected for the user and select Next. Optionally, you can select the checkboxes for more users and groups to also assign them the role.
  8. Select the organization scope to which the role applies and select Next.

  9. Review your selections. If you need to make changes, select Back. Otherwise, select Confirm.
  10. Select Done.

The role is assigned to the users. The users assigned to the role are listed on the Assignments tab when you view the assignment details.

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Updated: Feb 29, 2024