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Add Custom Roles

This article explains how to create a custom role, add members to the role, and delete a role.

Add a Role

  1. Navigate to Account > Roles.


    Roles

  2. Select the Organization for which you want to add roles.

  3. Click the Add Role button.

  4. Enter the name of Role in the Add Role pane and click Add.

    Add Role

Add Members to the Role

  1. Select the role to which you want to add members, and then click the Select Members button.


    Select Members for the Role

  2. Select the check-boxes corresponding to the members you want to add.


    Add Members to the Role

  3. Click Save to add selected members to the role.

Limit Organization Members Visibility

You can limit the organization members visibility while adding the members to a role by setting the Limit Organization Members Visibility property in the Configuration->UI Settings->Portal settings page to Yes.


For the Organization Admin, all the users in the top-level organization(including the users in the sub-organizations) are visible when adding users to a role of an organization.


Scenario 1: All organizations have unique users


Example: In this example, we are taking 3 Organizations A, A 1, and A 11; the table below shows their relationship.

Organization

User

Sub-organization Of

User Role

Organization A

user1


Organization Administrator

Organization A1

user2

A

Organization Administrator

Organization A11

user4

A1

Oragnization Administrator

Organization Hierarchy

  1. When user1 (org admin) is logged in to the Organization A, and wants to add users to a role of the Organization A,then all the users of it's suborganizations (A1 and A11) will be visible.

    User1 can See All Users of A 1 and A11

  2. Similarly, when user2( org admin) is logged in to the Organization A1, and wants to add users to a role of the Organization A1,then only the users of it's suborganizations (A11) will be visible. So, here user2 can only see user4.


    User2 can See All Users of only A11

    Note: If the Limit Organization Members Visibility property in the Configuration->UI Settings->Portal settings page is set to No, then for the organization admin, all users in the system are available when adding users to a specific organization/role.

Scenario 2: Single user in multiple organizations

Example: In this example, there are 3 organizations A, A1 and A11 and user1 is part of Organizations A and A 1.

Organization

User

Sub-organization Of

User Role

Organization A

user1


Organization Administrator

Organization A1

user1,user2

A

Organization Administrator

Organization A11

user4

A1

Oragnization Administrator

User 1 in Organization A1

  1. When user1 (org admin) is logged in to the Organization A1, and wants to add users to a role of the Organization A1,then only the users of it's suborganization(s) (A11) will be visible.

    User1 in OrgA1 can See only Users of A11

Note: For the Global Admin, all users in the system are visible when adding users to a specific organization/role.

Delete a Role

  1. Click the Delete button Delete role next to the role you want to delete.

  2. In the Delete Role dialog box, click the OK button to permanently delete the Role from Admin Portal.

    Note: The deleted role is automatically removed from all the users who are assigned that role.