Create a custom role and assign it to groups or specifics users

Firm Admins can fully manage user permissions from the Roles page on the Cloud9 Admin Portal:

1. Create custom roles with specific permissions (up to 100 roles) and define what level of management will be granted by the role: The Firm Admin creates a customer role and decides whether that role should grant permission to manage the whole firm (Firm Level), certain groups (Group Level) or certain users within the firm (User Level).
2. View and edit the permissions granted by a custom admin role and define the groups or users that those admins will manage for custom roles created at group or user level.
3. View the permission level indicated for each existing custom role listed in the table. 

• Create a custom role and select the scope of access
• Assign admins by attributing a role
• Edit a custom role
• View existing roles and their permissions

Create a custom role and select the scope of access

Custom roles are meant to grant admins permissions to manage users with more granularity at a firm, group or user level. The level of permission management selected by a Firm Admin when creating a custom role will have a direct impact on those admins’ management. 

To create a custom role and define its permissions:

1. Click the Roles tab .
2. Click the Add New Role button.
3. Select the scope of access: 
   1. Firm level: The role will give admins management permissions over all the users in the firm. 
   2. Group level: The role will give admins management permissions over the selected groups in the firm. Group selection happens on the next step and the groups must have been created prior to creating this new role after defining the permissions for the role.

3. User level: The role will give admins management permissions over the selected users in the firm. User selection happens after defining the permissions for the role.

4. Click Next.
5. Select the role permissions and click Create Role at the bottom of the page.

Assign admins by attributing a role

1. Select the Users tab .
2. Hover over the row of the user account you want to edit and click the Edit user details icon .
3. Click the Edit User Role button .
4. Type and select the name of the role in the Assigned Role dropdown menu. You can scroll down a longer list of roles using the left scrollbar in the menu.
5. Click Save.

Edit a custom role

Firm Admins can edit the permissions attributed to any custom role. For custom roles created at Group Level or User Level, Firm Admins can modify the selected groups or users to change who is managed.

1. Click the Roles tab .
2. Click the Edit icon in the Name or Description columns to modify the role details.

3. Click the Edit icon in the Actions column to change the permissions in the Role Permissions tab and edit groups and users in the Manage Groups/Users tab.

1. Click the Add Groups/Users button to select the additional groups or users to be managed (up to 25 selected items) by admins on that role. 
2. Click the Delete button to revoke these permissions from groups or users.

View existing roles and their permissions

To view the permissions of a role:

1. Select the Roles tab
2. Select the More options menu at the end of the row of the custom role. 
3. Select View this role.

This view lists only the permissions enabled for the selected role and gives the following details:

• Name of the custom role 
• Created by: name of the admin
• Scope of access: assigned to all users in the firm, specific groups or specific users.
• Last update of the role permissions 
• Description of the role