Roles management

Overview

On this page, you can create and define roles that users can be assigned regarding their permissions on the platform.

In the configurator, you can also define which integrations, authentications, worker groups, jobs, and panels the role gives access to and to what extent.

Before you begin

From your platform instance, click Global Settings and select Roles Management. Make sure you have permission to create and make changes to roles on the platform.

Features

Locate one or more roles by typing their name in the search bar. Matched words from a role’s description will also be counted in the search.

Sort roles by their names or descriptions. Click the title of a column to apply the sorting.

Creating roles

You can create and configure new roles in just a few steps.

1. Click Create Role at the upper-right corner of the page.
   
2. In the Create Role window, provide the mandatory values.

   Name

   The unique name of the role.

   Description

   An optional description for the role.

   Users

   Allows you to define the user's access to the selected role.

   Permissions

   Allows you to specify the flows, authentications, worker groups, jobs, and APIs that the role can access.

   

   

   
3. Click Create.

Role actions

There are two actions you can perform in a role. Click the three-dot button in the Actions column.

Edit

This allows you to change the name and description of the role. Once you’re done, click Save.

Delete

This removes the role from the system and will ask for confirmation first.