When a new user is created, they are assigned the default role defined in the company settings. You can change the role assigned to a user, create a custom role for a user, or reset a user’s role to the default role.

Note  In addition to the role assigned directly to a user, the user also inherits roles from their company, groups, and the users for whom they are a backup. For more information, see What Are Roles?

 

Click Users on the navigation bar


 

  1. Select a user in the Users list. The user’s current role is shown in permissions category of the user's profile.


        2. Click change privileges. 

        3. To select a role, do one of the following.

  • To assign a role, select a role in the Role field. The actions the role can perform are shown.
  • To create a custom role, select Custom in the Role field. Select any of the View, Create, Modify, Delete, and All Admin Actions options. All of the sub-actions within the selected group will be allowed for the role. For example, if you select the Create group, the role will be allowed to perform all create actions (create files, folders, workflows, users, groups, data sets, etc.). The All Admin Actions action group should only be assigned to the System Administrator.
  • To reset the user’s role to the default role defined in the company settings, click Reset Permissions.

Note  Permissions set for the user on specific items (folders, files, form, and comparison results), will not be affected by resetting the user’s role. 

        4. Click Save.