Manage Roles and Permissions

The Cloudsnap System Administrator has all permissions for the Cloudsnap Platform. The client defines the roles and their permissions. When a new user is added, assign a role that lets the user perform the appropriate tasks for the position. For example, a new developer may be assigned to a role called Implementation Team that grants access to all the data and functions the developer needs.

Add the new roles on the Permissions page. These then appear under Roles on the New user page and on the Edit Workflow page.

To add new role

1. Under Administration in the left sidebar, click Permissions.
   The User Roles and Permissions page lists the client’s roles.

2. Click the plus sign in the upper right.

3. In the create new role box, type the role name.

4. Click Create Roles to open a list of standard permissions.

    

5. On the Editing User Role page, slide the switch to the right for Read, Write permission, according to client’s requirements. For a description of each permission, see the table below.

    

6. Repeat for each new role.
   The roles appear as options in the New user and User Editing pages.

Permissions and Access

Permissions	Access
Form Service	N/A
User Service	User
Workflow Service	Workflows and Workflow Logs
Email Service	Email
Notification Service	N/A
App Service	Edit APPS
Permission Service	Users and Permissions
Organization Service	N/A
Support Service	N/A
Admin Service	Corporation Settings
Client Service	Clients
ISV	APP Library, APP Templates, Function Templates, and Data Converters

To edit a role

1. Under Administration in the left sidebar, click Permissions.
   The User Roles and Permissions page lists the client’s roles.

2. Find the role.

3. On the role’s row, click the Edit icon.

4. On the Editing User Role page, click Read, Write or both for each permission, according to client’s requirements.

To remove a role

 

1. Under Administration in the left sidebar, click Permissions.

   The User Roles and Permissions page lists the client’s roles.

2. Find the role.

3. Click the red trash can on the role’s row.