HelloID allows admins to define different roles. Within a role, the admin can define what a user can do and see within HelloID. Roles are assigned to users and groups. There are three system roles that are automatically generated within every HelloID environment and cannot be changed: Administrator, Self service and User. The data share management role and data share user role are also predefined in every HelloID environment.
Navigate to Security > Roles to see an overview of all predefined roles and roles created within HelloID. Roles can be searched by using the search bar or scrolling through the list.
The following information is displayed for roles:
- Role Name
System roles cannot have their names changed under the Role Name column. Click Edit under the action column to change the name for other roles.
The System column will indicate whether or not the role is a system role. If a role also has a label of Read Only in the System column, you cannot edit or delete it.
If a role is indicated as such in the Default column, it will be automatically assigned to a newly created user.
The Enabled column indicates whether the role is Enabled or Disabled.
The Actions column contains the following links for the respective actions:
d. (Add) Users
e. (Add) Groups
Click 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.