Roles in Practice Protect work like groups, helping you manage users, application assignments, and access policies. You can use the predefined roles or create custom roles to suit your firm’s needs, such as Marketing, IT, Finance, or specific client groups.
You can delete custom roles that are no longer needed. However, predefined roles, such as Systems Administrator and Everybody, cannot be deleted.
Important: Before deleting a custom role, check whether it is being used to assign applications to users or is associated with any access or security policies. Deleting a role that is still in use may affect application access or policy enforcement for its members.
If you are unsure whether a role can be safely deleted, contact Practice Protect Support for assistance before proceeding.
Prerequisites
- Requires Admin Access to Practice Protect
Instructions
- Sign in to Practice Protect using an account with administrator access.
- In Access Space, click the nine-dot menu and select Manage Space.
- In the Manage Space navigation menu, go to Inventory > Identities > Roles.
- Click Add Role.
- Enter the role information as follows:
-
Role Name: Enter a name for the role.
-
Description: Provide a brief explanation of the role’s purpose.
-
Organization: Leave the default value unchanged.
-
Role Type: Select Static.
Example:
-
Role Name: Financial Planning Team
-
Description: This role is used to assign applications to the Finance team.
-
- Click Save to create the role. A notification will appear at the top of the page confirming that the role was created successfully.
- You will be redirected to the newly created role’s details page. From here, you can:
- Members: Click Members to add users or groups to the role. For detailed instructions, refer to the Add or Remove Members from a Role guide.
-
Assigned Applications: Click Assigned Applications to view the applications currently assigned to the role or assign additional applications.
Before deleting a role, check whether it is used to assign applications to users or is associated with any access or security policies. Deleting a role that is still in use may affect users’ application access or policy enforcement. If you are unsure whether the role can be safely deleted, contact Practice Protect Support for assistance.
- Sign in to Practice Protect using an account with administrator access.
- In Access Space, click the nine-dot menu and select Manage Space.
- In the Manage Space navigation menu, go to Inventory > Identities > Roles.
-
Select the role you want to delete by ticking the checkbox beside it.
-
Click the Actions dropdown and select Delete.
- Click Yes to confirm the deletion.
- The role has now been successfully deleted.