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Adaptive Insights LLC.

Roles Interface Tour

See Create, Edit, or Delete Roles and Available Permissions.

Before You Begin

Required permissions: Admin Access > Roles.

How You Get There 

Compass.png From the nav menu, select Administration. Then select Roles and Permissions

The Roles Page 

When you select Roles and Permissions, you see the Roles page:

List of roles and actions available

1 Actions: Select Edit to add or remove permissions from the role, Delete to remove the role, or Assign to give the role to multiple users. 

2 Roles: Select the role name to view its permissions. 

3 Buttons: Select New Role to create a new role or Export Role Permission to download to an Excel file.


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