OnCloud: How do I create custom roles?

Applies to: OnCloud

Summary:

Use this page to create your own roles with custom permissions. You need to be an administrator to do this.

For more info on the default roles, see OnCloud: What are roles?

Step By Step Guide:

Create a custom role

1. In OnCloud, click the building icon at the top right:
   
   
   

   
   If you don't see this icon, you don't have permission to edit roles.
   
   
2. In the Roles section, click Manage:
   
    

   
   
   
3. Click + Create New Role.
   
   
4. Click Name and type in a name for the role.
   
   
5. Select the checkboxes next to permissions to add them to the role.
   
   
6. Click the Next button at the bottom.
   
   
7. Select the checkboxes next to accounts to assign them to the role.
   
   
8. Click the Save button at the bottom.

Edit a role

On the Roles page, you can also edit custom roles. You can't edit the User and Administrator roles.

1. Click a custom role in the list.
   
   
2. Click the checkboxes to the right to add or remove permissions.
   
   
3. Click the Save button at the top right.

Next Steps:

• You can add this role to more accounts later. See OnCloud: How do I change access for an account?