This screen appears when you're attempting to edit an existing role or add a new role. If you're editing an existing role, the Role Name field will be read-only—you won't be able to change the role name.
Enter a descriptive name for the Role in the Role Name field. (If you're editing a role, skip this step.)
In the Role Description field, enter a short description of the Role. This description will appear on the screen showing the Roles available in the system, so try to be as descriptive as possible to help Account Administrators when they're choosing a Role to apply to a CSR or subscriber account.
Choose whether or not to make the role:
Subscriber Assignable: subscribers can apply this role to other subscribers. Useful if you want Internal Administrators at one of your corporate customer sites to be able to apply roles to members of their hierarchy.
CSR Assignable: CSRs can apply this role to subscribers and other CSRs. Useful if you want to delegate responsibility for tasks amongst a group of CSRS.
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Note |
At least one of the boxes must be checked, or you will get an error. If you don't check either box, then the role could never be assigned to anyone. |
Click OK to apply your edits.