Create a Role

A Role is a collection of permissions that controls what features or resources a user can access, and what actions they can perform (view, create, update, and so forth). The Loyalty platform allows you to create a new Role, either by copying an existing Role, or by defining a new Role from scratch.

Copy a Role

To copy an existing Role to use as the basis for a new Role:

  1. Select Admin from the top navigation bar, then select Access > Roles from the side navigation menu. The Roles screen is displayed.

  2. Optionally, search for and select the desired Role (see Search for a Role for more information on the available search options). The Role Details screen is displayed with the Permissions tab selected.

  3. Within the header area of the Role Details screen, click the Copy icon. The platform creates a copy of the Role and displays the Role Details screen with the Permissions tab selected.

  1. The default name of the new Role is the name of the base Role followed by a counter, such as "(1)." To rename the Role, within the header area of the Role Details section, click the Edit icon. The Edit Role pop-up window is displayed. In the Label field, enter a new name for this Role.

  2. When copying objects, the recommended best practice is to change the new object’s Internal Name. The Internal Name is automatically populated based on the Display Name value. This field is not editable by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click Ok. Edit the Internal Name value.

Note: The internal name must be unique and can not include any special characters or spaces; only numbers, letters, and underscores are allowed.

  1. Click Save.

Create a Role

To create a new Role from scratch:

  1. Select Admin from the top navigation bar, then select Access > Roles from the side navigation menu. The Roles screen is displayed.

  2. In the Display Name field, enter the name of the new Role.

  3. Click Create.