Roles

Create a Role

  1. Open Roles

  2. Press Create

  3. Define User Rights

  4. Save

In the detail view of the role, you can directly assign users.

Create role, give permissions and add users.

After the Creation of the Role

  1. Add the role to Permission Sets

  2. Add the role to a user

  3. Add the role to a channel

Access Role in User Search

The Roles are saved in a field called: 

userRoleId

Therefore you can search for Roles in the menu Users to find all users of a role. You cannot access roles in the Content Browser, but only Permission Sets

Case

Value

Exact Match

userRoles.userRoleId:GUID

Has no Role assigned

-_exists_:userRoles.userRoleId

Has Role assigned

_exists_:userRoles.userRoleId

Update a Role

  1. Open Roles

  2. Select your desired role

  3. Update role details or user rights

  4. Save

find and update a role

Delete a Role

  1. Open the desired menu

  2. Look for the delete icon  

  3. Choose delete from the context menu or the toolbar in the browser or detail view

  4. Confirm your desire to delete. 

Roles with users cannot be deleted. You must remove the users first.

 

Delete Users of a Role

You can only delete roles when no users are assigned.

  1. You can open the role, click & select all users and remove all users.

  1. You can search for the users of this role.