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A user role contains a set of action permissions available within an application. 

A company must have at least one user assigned with the Admin role.

Assigning Permissions to Roles

  1. Select the App Drawer icon.

  2. Select Admin to access the Admin dashboard.

  3. On the Role card, select Manage Roles

  4. On the Roles window, select the Role from the Role drop-down.

  5. The available permissions displayed below each application name. You may find that you need to scroll to the right to view all applications.

    • The Admin role automatically has access to all permissions for each application. The Admin permissions are not editable.

    • Every role has Company Read access.

  6. Under Application Permissions, select the permissions for the applications. 

    • To mark all Read or Full Access permissions, mark the checkbox to the right of the application. 

    • You can selectively mark category checkboxes.

  7. The permission changes are saved automatically as you mark/unmark the checkboxes. 

Additional Role Permission by Application 

Admin

Role

Description

Company Read

  • Read Companies

Company Full Access

  • Deregister Companies

  • Modify Companies

Integrations Read

  • Read Integrations

  • Read Installed Integrations

Integrations Full Access

  • Install Integrations

  • Modify Integrations

  • Modify Installed Integrations

  • Update Authentication Key

  • Update Authentication Key

  • Invoke Integrations

  • Uninstall Integrations

Roles Read

  • Read Authorization Roles

Roles Full Access

  • Register Authorization Roles

  • Modify Authorization Roles

  • Deregister Authorization Roles

Service Call Read

  • No permissions associated

Service Call Full Access

  • Accept/Reject Service Requests

Users Read

  • Read Accounts Associated with Companies

Users Full Access

  • Revoke Access from Companies

  • Grant Access to Companies

  • Resend Invitation to Platform


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