Manage roles

Learn how to manage roles.

Find roles and view the permissions

1. On the Snow Atlas settings menu, under User management select Roles.

2. Select the relevant tab:

   • To search for a default role, select Default roles.

   • To search for a custom role, select Custom roles.

3. Start to enter search criteria in the Role filter box.

   The search results are displayed as you enter criteria.

4. Select the role that you want to view the permissions for.

5. Do one of the following:

   • For a default role, on the Actions menu, select View permissions.

   • For a custom role, on the Actions menu, select Edit.

Create custom roles

Create a custom role with access to selected functionality:

1. On the Roles page, select Create custom role.

2. In Create custom role, enter a name for the role.

3. Optional: Enter a description of the role.

4. Optional: Select a role to base the custom role on from the list, and select Apply.

   The permissions for the base role are selected in the list of all the permissions.

5. Start to enter search criteria in the filter boxes.

   The search results are displayed as you enter criteria.

6. Select the permissions that you want to add to the role.

7. Select Save.

   The role you create is listed under Custom roles.

Edit custom roles

1. On the Roles page, select Custom roles.

2. Start to enter search criteria in the Role filter box.

   The search results are displayed as you enter criteria.

3. Select the role that you want to edit.

4. From the Actions menu, select Edit.

5. In Edit custom role, update the role as required.

6. Select Save.

Delete custom roles

1. On the Roles page, select Custom roles.

2. Select the role that you want to delete.

3. From the Actions menu, select Delete.

4. In Delete custom role, select Delete.

tip

You can also delete a custom role in Edit custom role by selecting Delete.