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 existing system or custom roles. For example, if you want to make a new custom role similar to the Administrator role, use the Administrator system role as your base and then make the changes you want for the new role.
New custom role: | Action |
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Based on a System Role |
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Based on an existing custom role |
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The Roles and Permissions dialog lists the current roles. You can see if the role is a System Role or a custom role. You can also see which role each custom role was originally based on.
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.