How do I setup a Role and assign it to individual Users or a Group? (Channel/Enterprise)

How do I setup a Role and assign it to individual Users or a Group? (Channel/Enterprise)

If you are in the Channel or Enterprise level program - Roles will allow you to assign software level permissions to Users. When you assign Roles to Groups, you can apply these permissions to multiple Users at one time and even revoke different levels of access. 
It is a best practice to assign no more than one role to either a User or a User/Orgnization Group.

Creating/Editing a Role

Click on “Setup” and then click on “User Management” and then click “Roles”.
Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection.



In the roles section, hit the “Create” button, or select a current Role to edit. 


Set your permission level sliders and select the functions you'd like to give Users or Groups assigned to this Role.
Learn about different Role permissions and what each tab controls here: What are the different Role abilities in Mindmatrix?

To save your work, click “Save”



Assigning a Role to a User, or Organization Group 

Go to the Group section under Setup > User Management and Users Groups (or Organization Groups). 


From here, you can click on a User, or Organization, Group that's already made to edit, or create a new group by clicking Create.


If you Create a new User, or Organization, Group, the last step will have you pick a Role to assign. Click Finish when done.


If you want to edit an existing User, or Organization, Group, click on its row to bring up the Group. Click on Views, then Roles. Click, +Add next to the Role you'd like to select.



Assigning a Role to an Individual User, or Organization Group 

It's better to assign Roles at a Group level to more easily segment your Permissions. But, you can assign them at an individual User level as well if needed. Make sure each User is not accidently assigned more than one Role (ig, having both an individual Role assigned at the User Level, and then being placed in a User or Organization Group which also has a Role assigned). This helps keep you organized.

If you notice that your permissions look off  - check to see if your User may be accidently assigned to too many Roles, like described above.
Go to the Users section under Setup > User Management and Users.


From here, you can click on a User that's already made to edit, or create a new User by clicking Create.


If you Create a new User you'll need to click Finish and go back to that User to be allowed to assign the User a Role.

You can then add a Role to that new User, or an existing User, by clicking on its row to bring up the User. Click on Views, then Roles. Click, +Add next to the Role you'd like to selec




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