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About the Roles Page

To access this page, click Administration > Users & Roles > Roles.

Tasks You Can Perform

You can perform the following tasks from this page:

  • View the details of a role.

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

    The details of the role is displayed in a pane on the right side of the page. The details contain 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 customized role. See Add a Role.

  • Edit, clone, or delete a role. See Edit, Clone, and Delete a Role.

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

    Hover your mouse cursor over the vertical ellipses, select Show/Hide Columns, and select the check box of the columns to display in the table.

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

    Hover your mouse cursor over the vertical ellipses, and select Reset Preference.

  • Sort Entries—Click on a 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 is Organization.

This is a read-only field.

Role Type

The type of role, which can be pre-canned and custom.

Created By

The user who created the role.

The system indicates that the roles are pre-canned.