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Roles are configured in Setup / Users & Accounts / Users / Roles |
Guides in this article:
Overview
Roles are assigned one or more role groups to determine the permissions that a role is granted. Once roles are set up they can be assigned to users in order to impart the needed permissions to that user.
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The Roles panel on the left of this screen allows you to select existing roles to view and edit on the Edit Role panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Icon | Description |
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 | Deletes the role if not in use |
 | Adds a new role |
Edit Role Panel
The information in this panel reflects the currently selected role. From here you can change role details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modifiednote: fields with a magenta left border are required).
Role Fields:
Name: a descriptive name for the role (administrator, account manager, etc.)
Type: indicates if the role provides permissions to access the Application UI (AdminPortal) or provides API permissions. A role can only be setup with either Application the ‘Application’ or API ‘API’ role groupsgroup, a role cannot be configured with both types of role groups
SCIM Role: used in systems integrated for single sign-on access. This setting indicates that the role was created when a group was pushed from an identity provider portal to LogiSense Billing. The role group created for the SCIM Role will have the SCIM Default role group permissions assigned to it (see the role groups screen help for details on the SCIM Default role group setting). SCIM Roles can be renamed as needed to provide a meaningful role name, but other settings cannot be modified (e.g. adding or removing role groups assigned to the role). Changes to the permissions on the SCIM role can be performed as normal by editing the role group permissions for the role group attached to the SCIM role
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This section indicates where the selected role is in use within the system. A Filter References field is present which allows you to filter down to see references related to a particular system entity. The Entity Filter will be disabled when viewing a core role group.
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Adding Roles
Under the Roles heading on the left click the
iconUnder the Add Role heading on the right specify the role name
On the Role Groups tab select one or more role groups that you wish to assign to the role and click + Add
Click Save
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