Creating and Editing User Roles in Core

Roles within a hub have two main functions:

• Permissions: Roles are used to limit what users can and can’t do within the hub
• Incident workflow: Roles are used for the assigning of incidents to users within the hub

Create a Role

To create a new role:

1- In Core, select a Hub.  If you only have one hub, you will see your dashboard. 

2- Click on the Configuration tab.

3- Click on the Roles button.

4- Click the Add Role button in the upper right hand side of the screen.

5- Select one of the presets in the dropdown menu (Custom, Contributor, or Viewer).

6- For Custom Roles, select Custom then type a name for the role here:

7- Select the permissions that you would like to grant the role.

8- Click the Save button.

Instructions provide users assigned to the role with a summary about what their responsibilities are.

Note: Users without Edit Role Types permission will not be able to make changes to roles and permission settings.

Edit a Role

To edit an existing role:

1- In Core, select a Hub.  If you only have one hub, you will see your dashboard.

2- Click on the Configuration tab.

3- Click on the Roles button.

4- Click on the role that you want to change.

After you have selected the role you want to change, you will then see this:

5- Select the permissions that you want to edit, then click the Save button.