Manage Custom App Roles

Before you begin

Manage Access rights are required for you or others to create, modify, or delete custom roles. These rights are granted by default to members of the Administrators and Co-owners roles. Manage Access rights may also be granted under a custom role.

About this task

App access management enables you to exceed the restrictions of default roles and create roles tailored to your organization. You may then manage access to those roles as you would for the default roles.

Create a Custom Role

About this task

Default roles may not cover every access requirement you have. SOTI Snap provides the ability to create roles to suit your needs. Follow the steps below to create a custom role.

Procedure

  1. Open the Apps view, and beside the published app whose roles you want to modify, select More > Manage Access.
  2. In the Console Access tab, click Roles.
  3. Click the Add button. In the pop-up, enter a Role Name. Click Add.
  4. In the Custom dropdown, click to list the custom roles.
  5. Click your new custom role, and click App Permissions.
  6. In the App Permissions panel, select the checkbox for each permission you want to give the role.
  7. Click Save.

Results

Your custom role with associated access rights is ready to assign to users.

Modify a Custom Role

About this task

If the requirements of a custom role have changed, you may update the rights assigned to it by performing the following steps:

Procedure

  1. Open the Apps view, and beside the published app whose roles you want to modify, select More > Manage Access.
  2. In the Console Access tab, click Roles.
  3. Pick your role from the Custom dropdown list.
  4. Click App Permissions.
  5. In the App Permissions panel, select or clear the checkbox for each permission you want to allow or deny the role.
  6. Click Save.

Results

Your custom role with updated access rights is ready.
Note: This will only apply to users the next time they log in.

Delete a Custom Role

About this task

If a custom role is no longer required, you may remove it by performing the following steps:

CAUTION: Deleting a custom role will remove the role's access from all role members and cannot be undone. Ensure the remaining access, if any, will be appropriate for all users before deleting a role.

Procedure

  1. Open the Apps view, and beside the published app whose roles you want to modify, select More > Manage Access.
  2. In the Console Access tab, click Roles.
  3. Click to expand the Custom dropdown list and reveal the role names.
  4. Beside your custom role, click More. Click Delete.
  5. In the Delete Role? confirmation window, click Delete.

Results

The custom role is removed from the list.