On this page, you can create and define roles that users can be assigned regarding their permissions on the platform.
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.
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.
You can create and configure new roles in just a few steps.
Click Create Role at the upper-right corner of the page.
In the window that opens, you only need to give the role a name.
Name - the unique name of the role.
Description - optional description for the role.
Click Save to finish the process.
There are three actions you can perform on a role. Click the three-dot button in the Actions column.
Permissions - This opens the Configurator, where you can define which integrations, authentications, worker groups, jobs, Automation Center, and APis the role can access.
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.