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Creating and Deleting Roles

You can treat roles as groups. You can create roles other that the predefined ones. You can use roles depending on how you manage your users and applications. For instance you can create roles for Marketing, IT, finance, or application specific groups like Xero Users, Amex Users, etc.

You can delete any role you created. You cannot delete the sysadmin and Everybody roles.
When you delete a role, the applications assigned to the role members are deleted from the Apps page in the Practice Protect Identity Services user portal and their devices.

To create Roles

  1. In Admin Portal, click Roles.
  2. Click Add Role.
  3. Enter the Name of the role and Click Save.

This creates the role and you are now ready to add members and assign applications.

To delete Roles

  1. In Admin Portal, click Roles.
  2. Select one or more roles. The Add Role button is replaced by an Actions button.
  3. From the Actions drop-down menu, click Delete.
  4. Click Yes to confirm the deletion.

Updated on October 17, 2017

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