HelloID allows admins to define different roles. A role is a container for rights, which define what a user can do and see within HelloID. Roles are assigned to users and groups.
Go to Security > Roles to see an overview of all predefined roles and roles created within HelloID.
The following information is displayed for roles:
- Role Name
Select the Edit link under the Actions column to change a role's name.
The System column indicates if the role is a system role. If a role has a Read Only label, you cannot delete it or alter the rights associated with it.
There are two read-only system roles that are automatically generated within every HelloID environment: Administrator and User. The rights for these two roles cannot be edited. However, you can turn off their Default toggles and create new default roles in their place, if you wish to customize which rights new administrators or users are automatically assigned. To do so, follow the instructions in this article: Create roles and assign user(s)/groups.
Other system roles may also be automatically generated in HelloID (such as data share roles), but are not read-only, so their rights can be edited.
If a role has a Default label, it is automatically assigned to new users.
The Enabled column indicates whether the role is Enabled or Disabled. Disabled roles have no effect, and do not apply their associated rights to their associated users or groups.
The Actions column contains the following links for the respective actions:
d. (Add) Users
e. (Add) Groups
Select the Create Role button in the top right corner to add a new role. Learn more about creating roles and assigning users and groups here.