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Add, edit, or remove a role

For more information, see Roles.

Add a role
  1. Go to Security > Roles.

  2. Click Create Role.

  3. Enter a Name.

    For this example, we'll enter Servicedesk.

  4. Enter a Description.

    For this example, we'll enter Access to delegated forms on end user dashboard.

  5. If this role should automatically be assigned to all newly-created users, enable the Default toggle.

  6. Click Save.

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The role has been created. Typically, the next steps are to Configure rights for a role and then Link a role to a user and/or Link a role to a group.

  1. Go to Security > Roles.

  2. For the relevant role, click Edit.

  3. Continue by following the instructions in Add a role or Configure rights for a role.

  1. Go to Security > Roles.

  2. For the relevant role, click Delete.

  3. To confirm, click Delete.

The role is removed, and all users & groups in the role lose the Rights they had by virtue of being assigned to the role.