A role provides you with a way of focusing user access in specific ways for your account's Customer Portal environment. It is a pre-defined set of permissions assigned to users (for example, Administrator). If permissions for a role are changed, all users assigned to that role are affected.
Roles are made up of the following elements:
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Role name
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Users assigned to the role
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Services assigned to the role, along with access type -- Create, Read, Update, and Delete
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Packages / accounts accessible with this role; this is also known as the billing segments
To view the roles currently active for your account, on the User Management page, click the Roles tab. The table shows the role name, and users, services, and billing segments (packages) associated with the role.
Note: Mouse-over the icon to the left of an entry in the Users, Services, or Billing Segments columns to view a list of the elements associated with that heading. For example, performing a mouse-over the icon in the Users column displays all the users currently assigned to that role.
To create a new role:
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On the Roles tab, click Create New Role. A blank window appears with the following tabs: Role Information, Users, Services, and Packages.
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On the Role Information tab, type a unique name for the role.
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On the Users tab, use the Add a User menu to identify and add users who will be assigned to this role. Click Add to Role for each user. The user appears in the list on the tab.
Note: To remove a user from the role, click the x to the left of the user's name.
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On the Services tab:
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Use the Add a Service menu to choose those services (for example, API Access or SmartFlows) associated with the role, and click Add to Role to include the service to the list. Click the x to the left of the service name to remove the service from the role.
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Select or clear the Access Type check boxes to specify if you want the role to include create, update, and delete permissions.
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In the Platform column, you can view those roles that have Portal or SmartFlows services assigned to them. As will other services, you can add or remove any Portal services and add or remove SmartFlows services for any role.
Note: Read access is the default option and its check box can't be cleared. If the Read check box is the only one selected, the user role has read-only permissions.
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On the Packages tab, use the Add Account menu to choose those services / packages to be included in the role. In this way, you can limit a role to specific packages and exclude the users from others.
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Click the x to the left of the name to remove a package from the role.
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Once you complete adding the elements to the role, click Save. The role now appears in the role table.