How To Assign User Roles

Roles in ER Cloud is a means to quickly apply permission sets to users. Roles contain pre-set combinations of Global Permissions and Resource Permissions. Users assigned to these Roles inherit these permissions.

For more information, refer to the Grant User Permissions section.

Create Roles

As a Global Admin or Permissions Manager, you can create and add new Roles to ER Cloud.

To create a Role:

1. Log in to the ER Cloud Web Console.
2. Go to the Users > Roles page and click +Add to open the Add Role page.
   
3. In the Role information tab, enter the Role Name.
4. To add users associated to this Role, under the Users section, click Add Users.
5. In the Add Users dialog box, select the users to add to the Role and then click Ok.
   
   In the search bar, specify the <username> or <domain\username> to search for users to be added to the Role.
6. In the Roles and Permissions tab, configure the Global Permissions and Resource Permissions assigned to the role. Refer to the Assign Global Permissions section and Assign Resource Permissions section.
7. On the Add Role page, review the Role details and click Add.
   

Manage Roles

As a Global Admin or Permissions Manager, you can edit or delete Roles in ER Cloud.

Delete or Edit Role

To delete or edit Role settings:

1. Log in to the ER Cloud Web Console.
2. Go to the Users > Roles page.
3. Hover over the Role and click on:
   1. Edit to update Role settings such as Role Name, Users, Global Permissions and Resource Permissions assigned to the Role.
   2. Remove to delete the Role from ER Cloud.

Remove User From a Role

A user can be removed from a role by doing the following:

1. Log in to the ER Cloud Web Console.
2. Go to the Users > Roles page.
3. Hover over the Role and click on Edit.
4. Under the Users section, hover over a user and click on Delete to remove a user from the Role.
5. Click Save to update the Role.