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Details - Roles

Updated over 6 months ago

This guide will walk you through the process of assigning a user to an existing role.

For creating Custom Roles please follow THIS guide.


STEP ONE:

Sign into your Cloud Access Monitor instance.

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STEP TWO:

Select the Admin button on the top waffle menu.


STEP THREE:

Select the Roles link under Access Management.

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STEP FOUR:

From this page, click the user icon beneath the role that you wish to assign a user as.

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STEP FIVE:

Once on the Assigned Users tab, click Assign Users to give this role to existing users in your environment.

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STEP SIX:

On the pop-up dialog, select an existing user(s) and one or more cloud apps (ex. Google and Office 365) to give the user(s) permissions in. Finally, click Confirm.

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STEP SEVEN:

To remove a user from a role, click the checkbox next to their name, then click Remove. A dialog will pop up. Click Confirm to remove from the role.

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STEP EIGHT:

To add or remove cloud apps from the role permissions given to a user, click Edit Assignment to the right of the user's name.

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On the pop-up, select and/or deselect cloud apps from the drop-down menu as desired then click Edit to save the changes.

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