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2024.10
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Automation Hub User Guide
Last updated Nov 11, 2024
Creating a New User Role
The System Admin can create new customized Roles in addition to the already existing ones in order to accommodate the company's specific requirements.
Note:
To manage additional roles, several Actions are available. To access the Actions menu, click the three-dotted icon corresponding to the role row. The available actions allow you to:
- Edit the role name, description, or assigned permissions;
- Disable or deleted roles that were not assigned to users. In case the roles are used, the Disable and Delete options are grayed out.
To add a new customized role to your tenant follow the below steps:
- Access Admin Console > Manage Access > Roles.
-
Click the New icon.
- A new section for the role is added at the end of the Roles list.
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Enter the new Role Name in this section and click Save.
- Scroll up and check the Permissions table. This is displayed on the right-hand side of the page.
- Add the Role Description under the role name.
- Using the checkboxes, select the permissions to be assigned to the newly created role.
- Click Sync Changes for the updates to be applied.
The Custom Roles are made available for being assigned when adding or editing a user account, in order to give them access to certain features in the product.
