Manage roles

Users with the Add, Remove, or Update Roles permissions can manage roles and permissions. You can also manager users.
 

To add a new role:

1. Select Admin > Roles. The Role Management page appears.

   

2. Select Actions > Add Role. The Add New Role page appears.

   

3. Select the checkbox for each permission you want users with this role to have.

   Note: Permissions include:

   • Bills: Add, Import, Remove, Update, and View
   • Accounts: Add, Remove, Update, and View
   • Meters: Add, Remove, Update, and View
   • Reports: Add, Remove, Update, and View
   • Vendors: Add, Remove, Update, and View
   • Line Item Types: Add, Remove, Update, and View
   • Services: Add, Remove, Update, and View
   • Integrations: Manage Utility API and Map Meters to Assets -  Integration
   • Users: Add, Remove, Update, and View
   • Roles: Add, Remove, Update, and View
   • SAML Configuration: Add, Remove, Update, and View
   • SAML Group Management: Add, Remove, Update, and View
   • Manage Site Settings

4. Click Save.

To manage an existing role:

1. Select Admin > Roles. The Role Management page appears.

2. Next to the role you want, do any of the following:

   To...	Then...
   Edit a role	a. Click . b. Make the desired changes. c. Click Save.
   Delete a role	a. Click . A pop-up appears. b. Click Yes.