Managing User Roles

User Roles are utilized to make assigning permissions to users easy. They also control which Dashboard a user will see on their Dashboard report. User roles allow for three options, explicitly allow, explicitly deny, or allow at the user level.

To create a User Role

1. Go to Setup > User Roles
2. Click "Add Role"
3. Enter a name for the role
4. Choose an existing Dashboard
5. Grant rights as necessary
   ***Best practice is to explicitly disallow the Admin permission except on the Admin role
6. Click Save

To update User Roles

1. Go to Setup > User Roles
2. Click "Edit" 
3. Adjust as necessary
4. Click Save
   
   

Additional Information

• Understanding Roles and Restrictions
• Dashboards

Users Learning Path: Adding Users via import