Role-based Access & Functionality

To create access roles, first configure credentials in the Configure New section of Access Roles, then group the required credentials to form an access role. Similarly, create functional roles by assigning read, write, and delete permissions to specific modules. Both functional and access roles can be assigned to users to control access to features and the credentials used in them.

Note: Only the Org Admin can create, grant, and assign roles.

Role Type	How to Create	Purpose	Assignment
Access Roles	1. Go to Access Roles section.2. Configure credentials in Configure New.3. Group multiple credentials together to create an access role.	Manage and group credentials that can be used within the platform.	Assign to users so they can use the grouped credentials in allowed features.
Functional Roles	1. Define read/write/delete permissions for various modules.	Control what actions a user can perform on each module (feature-level permissions).	Assign to users along with access roles to regulate both their feature access and credential usage.

Figure 28 – User Management

Figure 29 – Role Management

Figure 30 – New Access Role creation