Add Roles & Permissions
Who can do this:
- Anyone with the Roles (editable) permission
Assigning roles is an essential aspect of managing access and security within the dashboard. You can opt to use existing roles that are ready for you to use, or create your own.
Before adding a new role, check if it already exists.
To view existing admin roles:
1. Go to Admin ➤ Admin roles, and in the top-left corner, tick Show inherited.
- All roles created above your admin level are displayed, in addition to any created at your level.
2. In the list, select a role to view or edit it.
Why are some roles read-only?
Roles are read-only if they haven't been made available to the Group or Team you're an admin for, and if you haven't been given a role with role editing privileges.
Create roles that align with each of your administrator's responsibilities.
How do I ensure a role has the correct permissions?
To ensure you have the permissions you need, please let Refresh’s Customer Success team know what additional roles you'd like.
To add a role:
1. Go to Admin ➤ Admin roles, and click Add.
- A New Role window opens.
2. On the left, enter the name and description you want.
3. Tick each permission you want to give the role.
- Once selected, permissions appear on the right. By default, Visible is selected.
4. Tick Editable next to each permission, as needed.
5. Under Admin availability, select the Group(s) for which admins you want to give permission to edit the role.
How does admin availability work?
Only the admins for the Organization/Groups/Teams you select in the Admin availability section can be granted the Roles permission to edit the role.
6. Click Save.
Now you're ready to assign roles to users.
