[Advanced Edition] Lets Create A Custom Role
This guide will walk you through the process of creating and assigning a user to a custom role. If you only want to assign a user to existing roles, please follow THIS guide.
Note: This feature is only available with the advanced license.
STEP ONE:
Sign into your Cloud Access Monitor instance.
STEP TWO:
Select the Admin button on the waffle menu.
STEP THREE:
Select the Roles link under Access Management.
STEP FOUR:
From this page, you can create a custom role by clicking the Create New Role button.
STEP FIVE:
On the pop-up, give your custom role a name and description, then click Create.
STEP SIX:
Once created, you will be re-directed to the Privileges of this new role. By default, none will be selected except for the "SaaS Details" > "View" permission on the "Summary Tab" which is required for all roles to see the landing page after logging in. From here, navigate to the tabs where you would like users to have access, and grant the applicable permissions by selecting the check boxes. For this example, we'll be granting view only permissions to the Risk Tab. Rather than having to select each view permission manually, you can simply click the "View Only" check box at the top of the page. Once all desired permissions are selected for the tab, save your changes by clicking Save for <tab name> Tab.
STEP SEVEN:
After selecting and saving all the permissions required for the role, navigate to the Assigned Users tab, then click Assign Users to give this role to existing users in your environment.
STEP EIGHT:
On the pop-up dialog, select an existing user and one or more cloud apps (ex. Google and Office 365) to give the user permissions in. Finally, click Confirm.