A role is assigned to users and/or groups, and is a container for one or more rights (i.e., permissions). Rights control what a user can do and see within HelloID.
Go to Security > Roles to get started.
The Roles Overview
By default, HelloID contains several predefined roles. The following information is displayed for them:
- Role Name
The Role Name column contains the name of the role, which is displayed in various places throughout the admin dashboard. Select a role's Edit link to change this setting.
The System column contains informational labels. These may include:
- System Role
A role generated by HelloID.
A role which cannot be deleted, and whose rights cannot be edited. This is an attribute held by certain system roles, and is not user-assignable.
Two system roles are always present in every HelloID environment: User and Administrator. Both of these roles are read-only. The User role is a default role which all new users receive.
To change the rights associated with the system User or Administrator roles, you will need to work around their Read-only limitation. To do so, create custom user and/or administrator role(s) with the desired rights. If you create a custom user role in this way, you should turn on its Default toggle, and turn off the Default toggle for the system User role. This will ensure your custom user role is assigned to all new users.
If a role has a Default Role label, it is automatically assigned to all new users. Select a role's Edit link to change this setting.
The Enabled column indicates whether the role is Enabled or Disabled. Disabled roles have no effect, and do not apply their rights to their associated users or groups. Select a role's Edit link to change this setting.
The Actions column contains the following links:
These actions are discussed in more detail on the next page.