Define custom roles

From the Dashboard, at the top right, choose RBAC -> Configuration.

In the Roles tab, you can:

1. Create a new role

2. Edit a role

3. Clone an existing role (right-click menu)

4. Delete roles

5. Assign and remove target scopes (example, access only specific accounts)

6. Assign or unassign roles to users

7. Refresh or synchronize sapio365 RBAC settings

Edit a role

Select a role to edit it using the same dialog as for role creation.

Delete roles

Make a selection of roles that you wish to remove. You will be asked to confirm the deletion.

The scopes associated with the roles will remain in the list of available scopes for the next custom role you build.