View a Role

To view the details and configuration properties of a 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.

  1. The header and the tabs on this screen allow you to view various configuration details. See below for details on each of these areas.

The header area of the Role Details screen displays many of the high-level properties of this Role, including its name, description, and default landing page.

From the header area, you can edit the properties of the Role. See Edit Role Properties for more information.

Also from the header area, you can delete a Role. See Delete a Role for more information.

Also from the header area, you can copy the currently selected Role to serve as the base for a new Role. See Create a Role for more information.

Permissions Tab

The Permissions tab of the Role Details screen is used to view and manage the permissions granted to User Accounts in this Role.

From this tab, you can define the permissions for this Role. See Define Permissions for a Role for more information.

Admins Tab

The Admins tab of the Role Details screen displays the User Accounts that have been assigned to this Role. 

For more information, click the name of a User Account. The User Account Details screen is displayed. See View a User Account for more information.