This page provides an overview of the available authorization settings. Specific roles can be assigned permissions for various sections and subsections. This ensures that users have appropriate access levels to perform their tasks.

Roles need to be created before assigning authorizations. 

The icons located in the center include:

IconsDescription
Select to open the User Information screen.
Select to open the Role Management screen.
Select to open the Role Authorizations screen.
Select to open the Security Profile screen.
Select to open the Reports screen.
Select to open the API Tokens screen.

Access Role Authorizations

  1. Select the Security module. 
  2. Select the Role Authorizations icon from the center toolbar.

The main toolbar is located in the upper right. The icons include:

IconDescription

Import role authorizations. To import a role authorization file:

  1. Select the Import icon.
  2. Choose a file to import and select Import.

Export role authorizations. To export role authorizations: 

  1. Select the Export icon.
  2. Select Excel or CSV from the File Format dropdown.
  3. Filter or select the roles to export.
  4. Select Export.

Copy role authorizations. To copy role authorizations: 

  1. Select the Copy icon.
  2. Filter or select the roles to export.
  3. Select Save.
Refresh the Role Authorizations.
Save the role authorization changes to the tenant.

Assign authorizations to roles

  1. Select the role from the Roles dropdown.
  2. Expand a section, such as Security.
  3. Select permissions individually, or choose the All option to apply all permissions in a section.
  4. Select the Save icon from the upper left.