Managing User Roles

Learn how to create, edit, and manage User Roles on the Aisera platform

Managing Roles

The Aisera Platform offers several built-in roles, but you can also create and manage custom permissions to suit your specific needs.

When you create roles and permissions, it is a best practice to document the reasons with examples of each role and permission you created. Although you can see the permissions in the UI, it may be difficult for you to determine where a specific restriction is coming from.

Creating a Custom Role

1. Open Settings > User Accounts from the left navigation menu

2. Select the Roles tab at the top of the User Accounts window

3. Choose + Create Role

4. Enter a Name and Description for the role.

5. Navigate to the Features and Permissions tab and apply the appropriate level of privilege for each item.

Configuring entity-level permissions

If you set a feature to Restricted, you can configure access for individual entities within that feature from the feature's tab in the role window.

1. Select the tab for the feature you set to Restricted from the left panel of the role window.

2. For each entity, select Read, Write, or None.

3. Click OK to save your changes.

Editing a Custom Role

System and default roles are not editable. You can only modify custom roles.

1. Open Settings > User Accounts from the left navigation menu

2. Select the Roles tab at the top of the User Accounts window

3. Select the role you want to modify

4. Click on the pencil icon in the top right to see the Edit Role window

5. Change the Name, Description or Privileges for the role

6. Click Ok to save changes

Deleting a Custom Role

System and default roles cannot be deleted. Only custom roles can be removed.

1. Open Settings > User Accounts from the left navigation menu

2. Select the Roles tab at the top of the User Accounts window

3. Select the role you want to delete

4. Click on the trash icon in the top right to see the Delete Role window

5. Click Ok to confirm deletion of the role

Assign Application Access for PII by Role

You can give member of a custom role access to Personal Identifiable Information (PII), by choosing the piis checkbox for your new role.