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About the Roles Page

To access this page, click Administration > User Management > Roles.

Tasks You Can Perform

You can perform the following tasks from this page:

  • View details of a role

    To view details of a specific role, select the role and click More > Detail. Alternatively, hover over the role name and click the Details icon that appears.

    The Details for <rolename> pane appears on the right side of the page displaying basic information, such as the roles scope and a link to the Preview Roles page. The Preview Roles page lists the access privileges assigned to the role.

  • Create a custom role; see Add Roles.

  • Edit, clone, or delete a role; see Edit, Clone, and Delete Roles.

  • Filter Entries—Filter the table entries by adding new filtering criteria.

    Hover over the Filter (funnel) icon and select Add Filter. On the Add Criteria page, select the filtering criteria from the Field and Condition list, and enter the text to be compared in the Value field. Click Add.

    The filtered table entries are listed and the filter criteria name is displayed above the table column names.

    You can click the cross (X) icon (next to the filter name) to remove the filtering criteria.

    • You can add multiple filtering criteria. Once you add the multiple filtering criteria, you can select the And condition to display the entries matching all the filtering criteria or select the Or condition to display the entries matching any one of the filtering criteria.

    • Quick filter: Save the filtering criteria as quick filters. Once you have added all the filtering criteria, you can save a particular criteria or multiple criteria for future use by clicking Save.

      On the Save Filter window, enter a name for the filter, optionally toggle the Set as Default button if you want to use this filtering criteria by default, and click OK.

      The saved filters are displayed under Quick Filters when you hover over the Filter (funnel) icon. You can then apply these saved filters to the table entries.

  • Show/Hide Columns—Choose to show or hide a specific column in the table.

    Hover over the More Options (vertical ellipsis) > Show/Hide Columns and select the Column-Name check box of the columns you want to display in the table.

  • Reset Preference—Reset the displayed columns to the default set of columns for each tab in the table.

    Hover over the More Options (vertical ellipsis) and select Reset Preference.

  • Sort Entries—Click the column name to highlight the up and down arrows next to the column name. Sort the table entries in ascending or descending order of that column by clicking the up or down arrow respectively.

Field Descriptions

Table 1 describes the fields on the Roles page.

Table 1: Fields on the Roles Page



Role Name

The name of the role.

Role Scope

The scope of the role—Service Provider, Operating Company, and Tenant.


Operating Company and tenant scopes are not supported in Paragon Automation.

Role Type

The type of role—pre-canned and custom.

Created By

The user who created the role. System indicates that the roles are predefined.