Edit role detailsWhen you view role details in the Role pane, you can edit the details of a custom role in the Role details card. This is accomplished by one of the following methods: - the Role details card, click Edit to edit details.
- Click next to the role name and select to Edit role details.
Add or remove permissionsYou can add or remove permissions from a role you create on the Role pane. A role needs to have at least one permission.
To add or remove permissions from a role
- On the Roles application do one of the following:
- Click the role to open the Role pane. In the Permissions card, click the Change button.
- Click and select to Change permissions.
- Select the checkbox of the permission you want to add, or clear it to remove the permission from the role.
- Click the Save button to save the changes.
Assign a roleYou can assign a global or a custom role to a user/group, as well as create a new custom role and assign it simultaneously. You cannot assign resources to a user/group who does not have a role. To assign a role to a user/group
- In the Roles application, click the role you want to assign. The Role pane opens.
- In the Role Assignments card, click the Change button.
Select to Add user/group. In the Add users/groups search bar enter a name. From the list that opens, select a user/group. The selected user/group will be added to the Role assignments card. - Click the Save button to save the changes.
Remove a user/group from a roleYou can remove a user/group from a role in the Roles application. When you remove a user/group from a role, you take away the permissions associated with the role, which will cause any resources assigned to the role be removed as well. When you remove a user group from a role on the Users application, you cancel the role assigned to all users in the group.
To remove a user/group from a role
- On the Roles application, do one of the following:
- Click a role, the Role pane will open. In the Role assignments card click the Change button.
- Click and select to Change role assignments.
- The Change role assignments pane will open. Click the Remove button to remove the user/group from the role. The selected user will be removed from the list.
- Click the Save button to save the changes.
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