How to manage user roles

You can view a list of all roles created and assigned to users under User Roles. This User Role Listing displays the 4 default user roles - Admin, Manager, Client Read-only and Client Write -  at the top, followed by any additional custom roles created.

Note: All Default Roles (Admin, Manager, Client Read-only and Client Write) cannot be archived or edited.  

You can preview every default role to view:

• The users assigned to a role
•  
• List of permissions accessible pertaining to the role
• 

Select each role to view the users that have been assigned to the role and a list of permissions enabled for the role.  

Note: In order to manage Roles, a user must have permissions enabled for their own role to allow them to customize new or existing roles within the platform.