Product Documentation

Roles

Jan 24, 2013

You can view details about all roles. You can copy a built-in role. You can create, copy, edit, or delete a custom role.

Role names can contain up to 64 Unicode characters; they cannot contain the following characters: \ (backslash), / (forward slash), ; (semicolon), : (colon), # (pound sign) , (comma), * (asterisk), ? (question mark), = (equal sign), < (left arrow), > (right arrow), | (pipe), [ ] (left or right bracket), ( ) (left or right parenthesis), " (quotation marks), and ' (apostrophe). Descriptions can contain up to 256 Unicode characters.

Note: Only certain editions support custom roles. Editions that do not support custom roles do not have related entries in the Actions pane.

To view role details

  1. In Studio, click Configuration > Administrators in the left pane, then click the Roles tab in the middle pane. A list of existing roles appears.
  2. Select the role you want to display. The lower portion of the middle pane lists the object types and associated permissions for the role. Click the Administrators tab in the lower pane to display a list of administrators who currently have this role.

To create a custom role

  1. In Studio, click Configuration > Administrators in the left pane, then click the Roles tab in the middle pane. A list of existing roles appears.
  2. In the Actions pane, click Create new Role.
  3. Type a name and description for the role.
  4. For each object type that you want this role to have permissions for, select the object type, then select the permissions.
  5. Click Save.

To copy a role

You can create a role by copying the details of an existing role. You can copy a role only if you are allowed to create a custom role.

  1. In Studio, click Configuration > Administrators in the left pane, then click the Roles tab in the middle pane. A list of existing roles appears.
  2. In the middle pane, select the role you want to copy, then click Copy Role in the Actions pane.
  3. Type a name and a description for the new role.
  4. Edit the copied role's object types and permissions, as necessary.
  5. Click Save.

To edit a custom role

Before you edit a custom role, ensure that the changes will not adversely impact administrators with this role. You cannot edit a built-in role.

  1. In Studio, click Configuration > Administrators in the left pane, then click the Roles tab in the middle pane. A list of existing roles appears.
  2. In the middle pane, select the role you want to edit, then click Edit Role in the Actions pane.
  3. Update the name, description, object types, and permissions, as necessary.
  4. Click Save.

To delete a custom role

You cannot delete a custom role if any administrator is using it. You cannot delete a built-in role.

  1. In Studio, click Configuration > Administrators in the left pane, then click the Roles tab in the middle pane. A list of existing roles appears.
  2. In the middle pane, select the role you want to delete, then click Delete Role in the Actions pane.
  3. When prompted, confirm the deletion.