Roles are used to define a set of permissions. After a set of permissions for a certain role has been defined, specific users can be assigned to a group.

In “Roles” tab the list of all the existing roles is displayed. One role field is displayed as column: “Role Name”. By clicking the header of the column you can sort the roles by their name. If you click on “Roles Name” column the roles will be sorted by their name in ascending order. If you click twice, the roles will be sorted by their name in descending order.

Roles differ in their name which is a required filed and the role permission set. You can also enter description of the role which is optional.

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Managing Roles

How do I create a new role?

Can I delete a role?

Can I copy settings from different Roles or Groups to a Role?

How can I modify Role information?

Tip:

Although there are three general user types (customer user, support representative and administrator), here it is possible to define hybrid user types by selecting options they can view. When assigning roles, one must take care on granting access to Administration tab, which is the most important tab in managing the entire Polar Help Desk.