Custom Role Permissions

You can use System Roles with their defined permissions, or you can create custom roles to define roles that meet your requirements.

You can also edit and delete custom roles.

When you Create a Custom Role, you base the new custom role on a System Role, or an existing custom role, and then customize the permissions to create the role you need.

Type of Custom Role Action

Based on a System Role

  • You select the target System Role and click Add a Role
  • The new role is created using all the permissions of the specified System Role
  • You customize the permissions to meet your requirements

Based on an existing custom role

  • You select the target existing role and click Clone a Role
  • The new role is created using all the permissions of the cloned role
  • You customize the permissions to meet your requirements

The Roles and Permissions dialog lists the current roles and you can see if the role is a System Role, or if it is a custom role, based on a System Role.

Users only see Assets and Dashboard Reports that are specific to their assigned Clients. For example, when a user selects All Clients from a Report drop-down, only the Reports for their Client Group are returned.