You can create and edit custom roles from the Roles page in the Portal (available under Provisioning & Configurations from the Navigation bar). Custom Roles are useful when fleets require users to manage certain operations that are different from the standard user role permissions.
You must be a Tenant Super User to create and/or edit custom roles. See more about available roles here.
Creating a Custom Role
A custom roles is created by disabling one or more privileges from any of the pre-defined standard User Roles. When a custom role is created, it becomes available as a Role option when creating or editing users.
How to create a custom role:
- From the Navigation Bar, click Provisioning & Configurations (wrench icon).
- Click Roles.
- Click Create Custom Role.
- In the Name field, enter the name of the role. optional description for the role.
- (Optional) In the Description field, enter a description for the role.
- Use the drop-down menu under Select the Base Role to select the role that the custom role should be modeled after.
- Select the privileges to be provided to this role and click Review Changes.
- Review the changes and click Save Changes.
A pop-up menu appears.
The Roles page appears.
The Create Role dialog box is displayed.
The Review Summary page of the custom role displays changes made to the access settings.
Editing a Custom Role
Only the custom roles can be edited. All the predefined user roles and custom roles can be viewed in detail.
How to edit a custom role:
- From the Navigation Bar, click Provisioning & Configurations (wrench icon).
- Click Roles.
- Click Edit next to the custom role that you want to update.
- Make the required changes to the access settings.
- Click Review Changes.
- Review the changes and click Save Changes.
A pop-up menu appears.
The Roles page appears.
The Edit Role dialog box is displayed.
You cannot change the base role from which this custom role was created. The drop-down list to select the Base Role is disabled.