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

Based on a System Role
  1. Select the target System Role and click Add a Role

    The new role is created with all the permissions of the selected System Role.

  2. Customize the permissions for the role to meet your requirements

Based on an existing custom role
  1. Select the target existing custom role and click Clone a Role

    The new role is created using all the permissions of the cloned role.

  2. Customize the permissions for the role to meet your requirements

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.