Create New Role

Instructions

• Sign into your account.
• Select the desired tenant.
• Go to the “ROLES” section on the left top side of the screen.

• Go to the Application drop-down.

• Select the desired client application (e.g. My App Name)

• In Name and Description, give this role a name (e.g. My Sample Role) and a description.

• All the way on the right, check the permissions box.

• In User Groups, assign an existing user group to this role.
• Select the available user group (e.g. My User Group).
• Click on the > button.

• Click on SAVE button.

• The the role is now created.

What’s Next?

Add Users and Roles to new or existing User Groups

• We’ll need to add the necessary users (e.g. an email address) and roles to a user group. This user group will then be linked with the client application.
• To create a new user group or to update an existing user group and add users and roles, go to the USER GROUPS section.