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Manage the Dashboard user account roles and permissions

On this page

Overview

To view and manage roles and permissions of the Dashboard user accounts:

  1. Sign in to your account in the Dashboard.

  2. Go to AccountsDashboard Accounts.

    Menu item

    The consolidated user accounts page opens.

  3. Click Roles/Permissions.

    Roles and permissions action

    The page showing the roles and permissions opens.

    Roles and permissions view

Create user account role

To create a role for a Dashboard user account:

  1. Click Add role.

    Add role action

  2. In the open New Role dialog:

    1. In the Role Title box, enter the name for the new role.

    2. In the Based on drop-down list, select an existing role, on which the new role will be based.

    3. Click New Role.

      New role dialog

      If you do not want to create the user account role, click Close (Close icon) or press Esc to close the dialog.

  3. Set the role permissions.

Set role permissions

In the column with the newly created role, select permissions you want this role to have.

Permissions are saved automatically.

Permissions list