Roles

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You can create user roles to control the access granted to different admin users. You can use this to limit access to configuration settings without limiting functionality.

You can use roles to grant the following privileges to your admin users:

Access to entire modules
Access to specific privileges within modules

By default, Zephr provides an Owner and an Administrator user role. These roles cannot be edited or deleted.

You can create as many roles as you require and set the privileges for each role to meet your own access requirements.

You can do the following:

Add a user role
Edit a user role that you have created, or view the details of the default user roles
Delete a user role that you have created

Add a Role

To add a role, complete the following steps:

Select the Admin User Settings icon
Select Roles
The Roles screen displays, as illustrated below:

The existing roles are listed.
Select the Add A Role button
The Add a Role screen displays, as illustrated below:
Enter a name for the role in the Title text box
Optionally, add a description of the role in the Description (Optional) text box

Select the toggles to grant privileges to the user role from the Privileges section

The Privileges section is as illustrated below:

You can select the type of privilege to grant all privileges for that type, or individual privileges to grant specific privileges only.

The privileges are described in the following table:

Type of Privilege	Individual Privileges	Description
Identity Module	Generate sharable links	Allows users with the user role to generate and share links Note: The General sharable links toggle cannot be enabled for the Administrator role.
Products Module	Draft Feature Version	Allows users with the user role to create versions of features
	Stage Feature Version	Allows users with the user role to stage feature versions
	Publish Feature Version	Allows users with the user role to publish feature versions
Delivery Module		Allows users with the user role to access the sites, site groups, redirects and gifts areas of the Admin Console
B2B Module		Allows users with the user role to access the Companies & Accounts, CRM Integrations and Bypasses areas of the Admin Console
Journey Module		Allows user with the user role to access the User State Map, if enabled
Settings		Allows users with the user role to access split tests, email templates, SAML, payment providers, content API, webhooks, plugins, JSON web tokens and Web Analytics areas of the Admin Console

Select the Save button to save your changes and return to the Roles screen. Selecting the Cancel button displays the Roles screen without saving any changes

Edit a Role

You can edit any user roles that you have added. You cannot edit the default Owner and Administrator roles; however, you can view the details of the privileges granted to these roles by following steps 1 to 3 below.

To edit a role, complete the following steps:

Select the Admin User Settings icon
Select Roles
The Roles screen displays
Select the name of the user role you want to edit from the Title column
The role screen displays.
Update the fields as required
For further information on the fields, see the Add a Role section.
Select the Save button to save your changes and return to the Roles screen. Selecting the Cancel button displays the Roles screen without saving any changes

Delete a Role

You can delete any user roles that you have added. You cannot delete the default Owner and Administrator roles.

If you delete a user role, and users that currently have that user role are automatically assigned to the Administrator role.

Note: If the current user role allows users to generate shareable links, this privilege is lost when they are assigned to the Administrator role.

To delete a role, complete the following steps:

Select the Admin User Settings icon
Select Roles
The Roles screen displays
Select the three dots at the end of the row for the user role you want to delete
Select Delete
Select the Yes! Delete button to delete the user role. Selecting the Cancel button closes the dialog box without deleting the user role