Roles ​

Roles are essentially a bundle of pre-configured access permissions which you can (re)assign to any number of users.

View a Role ​

To view an existing role, navigate to Settings > Access Control > [Role]. Now you can see the role's permissions and other details.

Create a Role ​

To create a role, follow these steps.

1. Navigate to Settings > Access Control.
2. Click add in the page header.
3. Enter a unique Role Name.
4. Toggle App Access and Admin Access as desired.
   To learn more, see configure role details.
5. Click Save to confirm.

Configure Role Details ​

In addition to defining permissions, roles come with a number of other configuration options. To configure a role's details, follow these steps.

1. Navigate to Settings > Access Control > [Role].

2. Configure the following options as desired:

   • Permissions — Configures access permissions for the role.

   • Role Name — Sets the name of the role.

   • Role Icon — Sets icon used when referencing this role.

   • Description — Adds a note to help explain the role's purpose.

   • App Access — Auto-configures minimum permissions required to log in to the App.

   • Admin Access — Auto-configures full permissions to project data and Settings. Must be toggled off to restore ability to restrict permissions.

   • IP Access — Allow list of IP addresses, IP ranges and CIDR blocks for this role. To add an entry, type it in and hit Enter / Return to confirm. Leave empty to allow all IP addresses.

     Type	Example Value
     IP Address	1.2.3.4
     IP Range	1.1.1.1-2.2.2.2
     CIDR Block	1.2.3.0/24

   • Require MFA — Forces all users within this role to use multi-factor authentication.

   • Users in Role — Lists all users within this role.

3. Click check in the page header to confirm.

Delete a Role ​

To delete a role, follow these steps.

1. Navigate to Settings > Access Control > [Role].
2. Click delete in the page header and a popup will appear.
3. Click Delete to confirm.