Managing Roles

Introduction

The Roles Management feature in the Workforce Experience Platform (WXP) allows you (IT administrators) to add, update, duplicate, and delete custom roles. This helps maintain a secure and efficient IT environment by ensuring users have access only to the areas of the platform relevant to their responsibilities.

This article provides a step-by-step guide to:

• Add a custom role
• Duplicate a custom role
• Edit a custom role
• Delete a custom role

Adding a Custom Role

To add a new custom role:

1. Log in to WXP. The Home page is displayed.
2. From the left menu of the platform, click Settings > Roles and Permissions. The existing roles are displayed, along with the option to Add a new role.
3. Click Add. A dialog box titled Add Role is displayed, showing three categories:
   • Information
   • Manageability
   • Permissions
4. In the Information section, enter:
   • Name: A unique and intuitive name for the role.
   • Description: A brief summary outlining the role’s purpose.
5. Click Next. The Manageability section is displayed
6. In the Manageability section, select the appropriate options from the Managed By and Managing dropdowns.
7. Click Next. The Permissions section is displayed.
8. In the Permissions section, select the permissions to be assigned to this role.
9. Click Save to create the role. A popup is displayed with a success or failure message.

The newly added role is displayed in the Roles listing page.

Duplicating a Custom Role

To duplicate an existing role:

1. From the left menu of WXP, click Settings > Roles and Permissions. The existing roles are displayed.
2. Hover over a custom role you want to duplicate. On the far right a three-dot icon is displayed, showing the options to Edit, Duplicate, and Delete.
3. Click Duplicate. The role details are displayed.

It is recommended to duplicate a read-only role, such as Report Admin, to serve as a template, and then add or remove permissions to customize it.

4. In the Information section, the word copy is prefixed to the duplicated role name. Provide a new, intuitive name for the duplicated role.
5. Review and update details.
6. Click Save to proceed. A popup appears in the bottom-right corner with a success or failure message.

The duplicated role is displayed in the Roles listing page.

Note: Both predefined and custom roles can be duplicated.

Updating a Custom Role

To update a custom role:

1. From the left menu of WXP, click Settings > Roles and Permissions. The existing roles are displayed.
2. Hover over the custom role you want to update. On the far right a three-dot icon is displayed, showing the options to Edit, Duplicate, and Delete.
3. Click Edit. The role details page is displayed.
4. Update the necessary details.
5. Click Save to proceed. A popup is displayed with a success or failure message.

The updated role is displayed in the Role details page.

Note: Only custom roles can be updated.

Deleting a Custom Role

To delete a custom role:

1. From the left menu of WXP, click Settings > Roles and Permissions. The existing roles are displayed.
2. Hover over the custom role you want to delete. On the far right a three-dot icon is displayed, showing the options to Edit, Duplicate, and Delete.
3. Click Delete. A confirmation message is displayed: "Are you sure you want to delete this role?"
4. Click Delete to confirm. A popup is displayed with a success or failure message.

The custom role is permanently deleted.

Note: Only custom roles can be deleted.

Related Resources

For additional information, refer to the following articles:

• Overview of Roles Management
• Overview of Settings

Contact Us

For any assistance, create a support case or email [email protected].