Who is this article for?

Administrators responsible for managing access to the system.

Administrator permissions are required.

This article explains how to assign permissions to a role to manage the users' access level based on their assigned roles.

Preparing for assignment

Before you can add permissions to a role, you need to set which object types a role applies to. Without completing this step, you will not see the option to add permissions in the Permissions tab.

The permissions you can choose from are then limited to those relevant to the object types the role applies to, so you only see permissions that make sense for that role. If you have not done this yet, assign the object types first (see the "Assigning Object Types to a Role" article), then return here.

Assigning permissions to a role

To assign permissions to a role:

1. Open the More... menu.
2. Select Roles (under Authorization).

3. Open the role you want to change by clicking its name.
4. Go to the Applies to tab.
5. Check that the role has at least one object type assigned.
   If it does not, add the object types first.
6. Go to the Permissions tab.
7. Click Add Permissions.
8. Select the permissions you want to grant by ticking their boxes.
   Only permissions relevant to the role's object types are shown.
9. Click Save.

You will be returned to the Permissions tab, where you can review the permissions now assigned to the role. Anyone who holds this role will have these permissions the next time they sign in.

Tip

Keep roles focused. Grant only the permissions the role genuinely needs, so access stays easy to understand and audit.