For Admins: Roles

Role and Permissions is where administrators manage roles, grant or remove permissions, assign users to roles, configure resource access, and organize departments.

How do I create a role?

1. From the Roles tab, click + Create New Role in the upper right.

2. Enter a role name and description.

3. Click Save. The Role Modal opens to continue configuring the role.

How do I edit a role?

1. From the Roles tab, click the name of a user-created role to open it in the Role Modal.

2. Make your changes across the available tabs (see Configuring a Role below).

3. Save your changes.

How can I duplicate a role?

1. From the Roles tab, select the checkbox next to the role you want to duplicate.

2. Click Duplicate in the upper right.

How can I delete a role?

1. From the Roles tab, select the checkbox next to one or more user-created roles.

2. Click Delete in the upper right.

Note: System roles cannot be edited or deleted. The Edit and Delete actions are only available for user-created roles.

What should I do if I have a problem with ERM?

If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please submit a ticket in our Support Portal.