Creating a Role

How to Create a Role

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1. Navigate to the Admin platform by clicking on the horizontal ellipses. The ellipses are on the top left corner of the screen.
2. From the Admin dashboard, select the Roles tab to navigate to the Roles page.
3. Click on Create Role to open the form.
4. By default, any new role is prepopulated as an Untitled Role. Click the Edit icon available next to the role name to edit the following details:
   • Role Name – unique role name that does not exist in the system.
   • Description – (optional)
5. Click Save
6. On editing the role details, select the required features
   • Features – these indicate the permissions assigned to the role. Based on access, the user can see links to navigate to and from platforms. Permission can be assigned to the role by selecting the feature.
7. Search and Filter can also be used based on applications such as:
   • Admin
   • Designer
   • Align
   • LO Repository

Note: Roles assigned to the user determine their access on each platform.

8. Click Save to add the role to the system.