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FAQs about roles and permissions

Essentials

How do I add roles to a collaborator?

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Members must have been added as collaborators in order to add roles. To create a new member with their roles, go to the Login Policy section and click New Contributor and enter the name of the contributor you want to add.

Then click Add Role and from the drop-down menu select the role you want to assign to the member. Repeat for each role you want to assign.

Click Confirm and then, from the list of members, click Save

How do I change te roles of a collaborator?

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From the list of members on the Login Policy page, click the edit icon next to the member you want to edit.

To remove a role, click Remove next to the role you want to remove.

To add one, click Add Role and from the drop-down menu select the role you want to assign to the member. Repeat for each role you want to add.

Click Confirm and then, from the list of members, click Save

How do I delete a member form the list?

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From the list of members on the Login Policy page, click the edit icon next to the member you want to edit.

Click the Advanced Options tab, then click Lock Access. Confirm the locking procedure and after a few minutes the member will no longer have access to the system.

Troubleshooting

I can't remove a collaborator linked to roles

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You cannot change the collaborator attached to roles already entered. If you need to give the same permissions to a new collaborator and remove them from another, you can:

  • remove all permissions from the collaborator,
  • add a new member with the new collaborator linked and add the same roles you removed from the other collaborator

Edits are not saved

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If roles do not save, report the bug to us.

I can't find the collaborator I want to add

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If you do not find all the collaborator, make sure that:

  • the collaborator is in the list of collaborators within the Identity and Access app,
  • that the name is spelled correctly

If the data is correct and you still cannot find the collaborator, report the bug to us.

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