Configuration of Roles & Permissions
What are roles?
A role is a set of permissions granted to Switch users or groups to interact with some of the Switch Platform Features.
Navigation
To access roles & permissions from the users view, navigate via the left-hand site menu or the view dropdown on the top right corner of your screen
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Types of roles
Each portfolio has 4default roles:
- Integrator
- Contractor
- Analyst
- Super User
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Super Users can create new roles, based on the default roles.
The default roles are shown in grey: they’re shared across the Platform and non-editable The new roles have some editable options in blue: they become editable based on the default roles.
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You can create new roles by hitting the + in the bottom right of your screen and selecting ‘roles’. If you don’t see this option talk to your ‘superuser’ to change
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How do roles get assigned?
Roles get assigned while creating a user and can be changed while editing a user.
When creating a single user, choose the appropriate role from the dropdown.
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If you are adding multiple users at once, add the user role, from the 4default roles, in the role column.