Role

On this panel, you can see the information about the role and can go to “Permissions” and “External portals” panels.

The role name.

A type of the role.

A role can be one of the following types:

• Reseller – assigned to resellers;
• Administrator self-care – assigned to users of the admin interface;
• Account self-care – assigned to accounts;
• Customer self-care – assigned to customers.

A short description of the role.

Here you can assign permissions to the role to define whether an entity or its parameters are available for the user and which actions the user can perform on them.

This leads you to the panel where you can configure access to the external portals for users with this role.

On the Audit log panel you can track and browse through changes made to the role.

You can create a new role of the same type and with the same set of permissions by cloning the current one.

For this, click Clone on the toolbar and specify the details in the dialog that opens:

• The new role name in the Name field.
• Parameters to be cloned:
  • Role permissions – the role permissions are cloned by default.
  • Portal view configurations – you can select whether to clone portal view configurations (which control the functionality of external portals that is available for users with this role).
  • Access for resellers – by default, the resellers that are granted access to this role will be able to use the cloned role as well. If you don’t want the resellers to have access to the cloned role, clear the checkbox.
• Click Save to confirm.