Adding a role in Smart Access Management

You can create different roles to define the tasks that users are allowed to perform. Each user is assigned a role.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.

1. Select Settings > Roles.
2. To create a new role, select + Add Subscription Role.
   OR
   To copy and edit an existing role, select the Duplicate Subscription Role icon next to it.
   
3. Enter a Display Name for the role.
   
   Note: Admin is a pre-defined system default role and cannot be edited.
4. (Optional) Select a Role Templates Feature Filter on which to base this role.
5. Select the Features you want users with this role to be able to perform. Scroll down to see all features. Scroll to the right to see all of the feature categories.
6. Select Save and Close.